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Wealth Planning
Envisioning Life After Your Family Business Succession
Have you envisioned what your life will look like after you’ve transitioned from the family business? The emotional side needs succession planning too.More
Wealth Planning
Series I Bonds: A Bright Side of Higher Interest Rates
During these days of rising inflation and interest rates, federal Series I bonds are a good savings option. Learn what they are and how they…More
Inside Aspiriant
7 Aspiriant Leaders Become Partners of the Firm
Aspiriant selects seven employees serving in a wide range of critical roles to help sustain our long-term commitment to clients. Find out who they are.More
Investment Management
Second Quarter 2022 Insight
While today's economic, market and geopolitical environments are fraught with risk, we see opportunity for skilled investors to take the spotlight. Learn about the monetary…More
Protecting Seniors
How Common is Elder Abuse?
Elder abuse is a common issue affecting many people and their families. Take a proactive approach to prevent abuse and identify these signs.More
Wealth Planning
Financial Wellness for Women: A 7-Step Guide
Women tend to ensure their family’s basic financial and other needs are taken care of before their own. It often comes with managing a household…More
Protecting Seniors
5 Tips to Protect Your Bank Accounts from Fraud
You may worry about your bank account being vulnerable to fraud. These safety practices can help prevent your bank account from being hacked.More
Inside Aspiriant
Aspiriant CEO Makes Forbes Best-in-State List
CEO Rob Francais and 10 other Aspiriant partners are considered to be some of the top wealth advisors in the country. See what sets them…More
Uncategorized
Investment Spotlight: What Happened to My Bonds?
Thanks to sticky inflation and a rising-rate environment, U.S. bonds had their worst quarterly performance in over 40 years. But higher yields can also help…More
Protecting Seniors
Protect Against Financial Scams with 5 Tips
There are safeguards that you can implement to ensure your elderly loved one doesn’t fall for a financial scam. Look at these 5 tips.More
Wealth Planning
A Woman’s Financial Guide to Successful Career Transitions
Women going through career transitions have plenty to think about. A solid financial plan can ease the burden. Learn about stock compensation, 10b5-1 plans and…More
Protecting Seniors
Designate Trusted Contacts to Prevent Financial Abuse
A way to protect yourself against cybercrime and financial scams is to identify people whom you trust for your personal or financial matters.More
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Meet the Authors
Tom Tracy
Former Partner of Aspiriant
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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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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, 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
Meet the Authors
Sandra Conners
Former Partner of Aspiriant
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
