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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
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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
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Meet the Authors
Teresa Greenip
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, 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
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Mary Ellen Krueger
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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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
