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Nationalization: The Tidal Power Surge
Globalization, and its deflationary effects, are receding as global trading alliances grow. Find out what that could mean for investors.More
Wealth Planning
Answers to 12 Top Long-Term Financial Planning Questions
When we talk to clients about their money, certain questions pop up again and again. Find out what we generally say, depending on each client’s…More
Wealth Planning
Aging Wisely: Stay put or move on?
We all need to plan for where we’ll live and who will help take care for us in our later years. But there’s a lot…More
Investment Management
Market Perspective: Managing Recession Fears
Market volatility continues to fray investor nerves. Read how you can avoid emotional investing with diversified portfolios that may help you brace for a potential…More
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
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Meet the Authors
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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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Nayan Lapsiwala
Director 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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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Meet the Authors
Mary Ellen Krueger
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
