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Wealth Planning
5 Common Tax Myths Debunked
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax…More
Wealth Planning
How to Maximize the QBI Deduction
The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why…More
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Helen A. Dietz Named an Influential Businesswoman in Silicon Valley
Aspiriant wealth manager Helen A. Dietz makes the 2018 Silicon Valley Women of Influence list for her leadership in financial advisory and philanthropy.More
Wealth Planning
3 Questions to Define Your Legacy
Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some…More
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Meet Paul Nikolai
Paul Nikolai learned from his family at a young age about the importance of sound, reliable financial advice. Find out what his guiding principal is…More
Wealth Planning
2018 Tax Planning: 10 Steps to Take Now
With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies…More
Wealth Planning
Fourth Quarter 2017 Insight
It may seem like investing is akin to gambling. Although luck certainly plays a role when it comes to investing, we believe skill determines long-term…More
Wealth Planning
Understanding the New Qualified Business Income Deduction
The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards…More
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How Do You Know Your Advisor Cares?
There are thousands of wealth managers to choose from. Whether times are good or bad, it’s important to have a trusted financial partner who cares…More
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Aspiriant Named a Top 10 L.A. Advisor
An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services.More
Wealth Planning
Optimizing Your Mortgage Under the New Tax Law
The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth…More
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Is the Current Mild Market the New Normal?
Last year was record-breaking for its low volatility, helping investors to see strong returns. While the economic expansion could continue, find out why a market…More
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Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
