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Wealth Planning
The Generational Shift in Home Ownership
Home ownership may no longer be a goal of the next generation. We have seen a dramatic demographic and economic shift.More
Wealth Planning
Second Quarter Market Perspective July 2015
Over the past year, the market has had difficulty assessing the magnitude of financial tremors emanating from epicenters around the planet.More
Wealth Planning
First Quarter Market Perspective
Apr. 2014
After five years of stellar performance, and over a year of very low volatility, global equities became more "normal" during the first quarter of 2014.More
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Meet the Authors
Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Tom Tracy
Former Partner of Aspiriant
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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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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Sandra Conners
Former Partner of Aspiriant
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John Allen
Chief Investment Officer, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
