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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.
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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
Inside Aspiriant
Aspiriant Recognized by Forbes & Barron’s for Top Wealth Management & Financial Advisors in 2024
Aspiriant earns top recognition from Forbes and Barron’s in 2024, with two of our wealth managers also receiving distinguished awards.More
Wealth Planning
A 5-Step Guide to Layered Savings
If you’re on a clear road for professional success, it’s essential that you begin planning for financial success. Find out how to set up a…More
Wealth Planning
Restricted Stock Units (RSUs): What You Need to Know About Taxes, Selling Shares and Long-Term Strategies
Wondering what to do with your RSUs? Discover strategies for managing, selling and understanding the tax impact of your Restricted Stock UnitsMore
Wealth Planning
2024 Presidential Election: Key Differences in Tax Strategies
Discover how the 2024 election could impact your finances with a breakdown of key differences in the candidates' tax strategies.More
Inside Aspiriant
Rob Francais Named 2024 CEO of the Year Finalist by WealthManagement.com
Rob Francais was a finalist for WealthManagement.com's 2024 CEO of the Year, a testament to the client-centered culture he has fostered. More
Investment Management
Third Quarter 2024 Insight
Explore key insights from Q3 2024, focusing on inflation trends, household wealth disparities and strategic portfolio considerations.More
Wealth Planning
How to Effectively Manage Capital Gains from Concentrated Stock Positions
Learn how to manage concentrated stock holdings and reduce risks through diversification and strategic planning.More
Wealth Planning
The Corporate Transparency Act: Crucial Timelines for Business Owners
Learn how the Corporate Transparency Act impacts your business. Key tips and deadlines for compliance to avoid fines and legal issues.More
Wealth Planning
Equity Compensation Guide to Stock Options, RSUs, ESPPs and Taxes
Learn how to optimize your financial benefits with smart strategies and tax planning for your equity compensation in our detailed guide.More
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Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Tom Tracy
Former Partner of Aspiriant
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Sandra Conners
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
