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Uncategorized
First Quarter 2023 Insight
The story for 2023 will shift from inflation and center on economic growth and its impacts on corporate profits and unemployment.More
Inside Aspiriant
Aspiriant Wins Best Private Wealth Manager Award from Private Asset Management
Private Asset Management (PAM) awarded Aspiriant with its 2023 Best Private Wealth Manager over $5bn – client service award. The award recognizes client service excellence…More
Wealth Planning
Retirement opportunities created by SECURE Act 2.0
SECURE Act 2.0 comprises a host of provisions. In this article we cover some of the retirement planning opportunities for individual retirement accounts (IRAs) in…More
Investment Management
What Comes Next: The Potential Hazards of a Future Recession
In this market perspective, we discuss our policy and investment outlook. We outline the environment leading up to a potential recession.More
Wealth Planning
A Guide to Healthcare Options in Retirement
In this article, we discuss the healthcare options available to you in retirement, specifically if you are not yet eligible for Medicare. While costs may…More
Wealth Planning
Year-End Tax Considerations
For many investors, 2022 has been a year to forget. But there could be an upside to the downturn, particularly if you’re looking to reduce…More
Uncategorized
Fourth Quarter 2022 Insight
Skilled investing, like good driving, means proceeding along one’s journey at a reasonable and safe pace, using sound decision making.More
Investment Management
Market Perspective: The Future for Bonds is Looking Up
Bond investors are generally willing to forego higher returns and expect to receive lower, steadier returns with smaller losses. Over the past year, this expectation…More
Inside Aspiriant
Aspiriant Ranked on Barron’s 2022 Top Wealth Management Firms List
Our ranking as a top-rated independent wealth management firm reflects our deep commitment to independence through our ownership model, serving clients with distinction and our…More
Uncategorized
Market Perspective: Volatile Times
As the Federal Reserve continues raising rates, recession fears have resurfaced and triggered equities to resume the selloff that began earlier this year.More
Wealth Planning
Managing Lock-Up Periods During Volatile Markets
During volatile markets, managing equity compensation during a lock-up period can be particularly stressful. The key is to plan ahead. Read some tips to managing…More
Uncategorized
Third Quarter 2022 Insight
Frothy markets driven by globalization, easy monetary policies and a wave of capital during the pandemic have shifted to real risks of a recession or…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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Jan Vega
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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Mary Ellen Krueger
Director in Wealth Management, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, 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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Nayan Lapsiwala
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
