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Wealth Planning
Making It On Your Own: Credit
Credit is a fact of life in America. It’s easy to get and easy to use. But how you use credit will impact your finances…More
Wealth Planning
Should You Name a Relative as Trustee?
Serving as trustee to a family trust is a major responsibility. Learn about the pros and cons of choosing a relative to manage the trust…More
Uncategorized
Second Quarter 2017 Insight
The long-term growth rate of the U.S. economy charts the flight path of equity values. Our newest Insight highlights the factors, or the fuel, affecting…More
Wealth Planning
3 Strategies for Exercising Incentive Stock Options
Company-provided stock options, especially ISOs, can be a boon for employees of start-ups experiencing skyrocketing growth. The trick is managing the income taxes.More
Wealth Planning
Making It On Your Own: Taxes
For first-time filers, taxes may seem daunting at first. But they're actually pretty easy. Aspiriant wealth managers explain the basics in the second post of…More
Inside Aspiriant
Meet David Muchow
Receiving a large financial infusion can be an emotional event. Read how David Muchow helps business owners, inheritors and C-suite executives avoid knee-jerk reactions and…More
Wealth Planning
Making It On Your Own: Budgeting
The money you’ll make during your lifetime is only half the story. How you manage your money is the key to reaching your personal goals.…More
Uncategorized
Meet Linda Kitchens
Sound financial management doesn’t have to be a mystery if you start early. Linda Kitchens shares how she educates young people about money.More
Wealth Planning
Addiction and Financial Management
Sometimes protecting a family’s assets can go beyond suitable investments and tax-saving strategies. Learn how your wealth manager can also help your family through an…More
Uncategorized
Extend Retirement Income with a Reverse Mortgage
A reverse mortgage can be a good way to supplement retirement income. Talia Pierluissi explains reverse mortgages and describes strategies to potentially help retirees reduce…More
Wealth Planning
Divorce Disability Insurance
When working through a divorce settlement, it’s important to factor in the possibility of a permanent disability impacting support payments. Special divorce disability insurance may…More
Uncategorized
Aspiriant and SIG Join Forces
We added an office in Silicon Valley and deepened our expertise with the addition of Stanford Investment Group.More
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Meet the Authors
Tom Tracy
Former Partner of Aspiriant
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Sandra Conners
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
