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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
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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
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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
Wealth Planning
10 Common Credit Traps of the Wealthy
If you’re wealthy, you don’t need to worry about your credit profile, right? Sandi explains why that’s not true and offers tips on how to…More
Wealth Planning
How to Form a Winning Financial Strategy
Too many professional athletes find themselves in financial distress or victims of investment scams. It’s a problem anyone could face. Lorraine Fox shares her insights…More
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Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Lina Sanchez
Senior Manager 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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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director 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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Jason Shemtob
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
Meet the Authors
Jan Vega
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
