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Investment Management
First Quarter 2025 Insight
Q1 2025 Insight: Aspiriant's IS&R team explores economic trends, AI’s market impact, and factors influencing portfolio diversification.More
Inside Aspiriant
8 Partners Named as Forbes’ 2025 Top Women Wealth Advisors
Eight Aspiriant partners named to Forbes’ 2025 Top Women Wealth Advisors! A prestigious honor recognizing excellence in wealth management.More
Lifestyle
Elevated Living: The Costs and Benefits of Hiring a Private Chef
Discover the benefits of hiring a private chef and explore strategies to align this luxury with thoughtful financial planning.More
Wealth Planning
Thoughtful IPO Planning: Protect & Grow Your Wealth
Navigate your IPO journey with confidence. Learn strategies to manage equity compensation, minimize taxes and plan for lasting wealth.More
Inside Aspiriant
Celebrating “Money Tales”: Inspiring Financial Conversations
We don't like to talk about money—but we should. Our podcast sparks candid conversations through stories of life, relationships and finances.More
Wealth Planning
5 Smart Ways to Grow Assets for Kids or Grandchildren
Discover practical ways to support your kids' or grandchildren's financial future through thoughtful planning.More
Wealth Planning
5 Expensive Mistakes to Avoid Before and After a Liquidity Event
Avoid costly mistakes during an IPO or liquidity event. Learn actionable strategies for taxes, investments & estate planning.More
Wealth Planning
What to Do with Stock Options: When to Exercise & Tax Planning Strategies
Stock options can be a powerful wealth-building tool.More
Investment Management
Potential Post-Election Policy Shifts: Understanding the Implications
Post-election insights explore tax, trade and regulatory shifts that could influence economic growth, inflation and financial planning.More
Investment Management
Fourth Quarter 2024 Insight
Our Q4 2024 Investment Insights highlights key economic trends, inflation shifts and strategic portfolio guidance for resilient growth.More
Wealth Planning
Navigating Liquidity Events: Key Insights for IPOs, M&As and Buyouts
We’re explaining major financial events—IPOs, M&As, buyouts & more—while guiding you through key decisions, tax strategies & wealth planning.More
Wealth Planning
Finish Strong: 9 Key Financial Moves to Make Before Year-End
Wrap up 2024 on a strong note with 9 easy financial moves to boost your savings, reduce taxes and refine your wealth strategy.More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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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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Jason Shemtob
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Teresa Greenip
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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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Jan Vega
Director in Wealth Management, Partner
Meet the Authors
Nayan Lapsiwala
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
