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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
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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
Uncategorized
Does the Election Mean the End of Estate Taxes?
Even if the new Republican-held White House and Congress repeal the estate tax, the question of how long it will last and other uncertainties still…More
Wealth Planning
Finding Inspiration From Value Stocks
While it may feel more comfortable to chase performance, taking a rigorous, systematic approach to your investment portfolio will steer you toward fundamental value and…More
Uncategorized
Giving vs. Doing: Aspiriant Does Both During Day of Giving
Picking corn, stuffing backpacks and cleaning beaches — These are some of the ways Aspiriant’s employees gave with their hands and time across the nation…More
Uncategorized
Is Life Insurance the Best Estate Tax Solution?
Life insurance has long been sold as a solution for paying burdensome estate and generation skipping taxes. It’s simple and free of income tax —…More
Lifestyle
Tips for Buying Your First Vacation Home
Have you reached that point where you're seriously considering buying that dream vacation home? Whether it be a luxury villa in Italy or a family…More
Uncategorized
Financial Parenting: 5 Important Lessons for Your Young Children
As a professional financial advisor, sometimes I find it impossible to leave my work at the office. Here are five memories that serve as financial…More
Wealth Planning
7 Tips to Help You Avoid an Audit
No matter how wealthy you are, there are some situations and common mistakes that increase your odds of being audited.More
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Meet the Authors
Tom Tracy
Former Partner of Aspiriant
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John Allen
Chief Investment Officer, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, 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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Chase Arima
Research Analyst in Investment Strategy & Research
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
