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Inside Aspiriant
Aspiriant Wins Award for Diversity, Equity & Inclusion
Recognizing our concerted efforts to strengthen diversity within the firm and the wealth management industry to benefit all types of clients, Private Asset Management honored…More
Wealth Planning
Financial Tips for the Self-Employed
If the next chapter of your life includes serving on boards, consulting or otherwise being self-employed, find out what you need to be thinking of…More
Protecting Seniors
How to Recognize Signs of Abuse in a Person with Alzheimer’s
Alzheimer's abuse cases can go unreported because the person isn't able to communicate when something is wrong. Watch for these signs.More
Inside Aspiriant
Aspiriant Awards 3 Scholarships to Next-Gen Financial Advisors
The new Aspiriant Impact Scholarship supports the next generation of forward-thinking financial advisors. See who the first recipients are.More
Inside Aspiriant
5 Aspiriant Partners Make Forbes Top Women Advisors Lists
Helping women feel empowered to achieve their financial goals is something Aspiriant takes seriously. We’re honored that five of our partners have topped Forbes women…More
Uncategorized
Market Perspective: The Ukrainian Conflict
The Russian invasion of Ukraine is alarming on multiple fronts. Understand the immediate implications for the economy, the financial markets and your investments. Also find…More
Wealth Planning
Financial Planning Considerations for Children with Disabilities
Raising a child with disabilities can be rewarding, but it comes with many special challenges. Learn what steps you can take, and what not to…More
Inside Aspiriant
Aspiriant Getting Better, Not Just Bigger
As over 90% of independent wealth management firms our size have decided to take on private equity investors, we have chosen a different path that…More
Lifestyle
So You Want to Be a Pilot?
Becoming a private pilot carries some romance, danger, excitement and joy. It can also consume a lot of time and money. Learn some key financial…More
Wealth Planning
7 Principles of Wealth Management: A Guide for Making Successful Financial Decisions
A solid foundation of basic wealth management knowledge and a clear vision of what you’d like to achieve helps stave off fear and keeps you…More
Investment Management
First Quarter 2022 Insight
Our Investment, Strategy & Research team explains three potential scenarios for fiscal and monetary policies as the economic landscape begins to shift with the likelihood…More
Uncategorized
Investment Spotlight: Factors to Watch in 2022
Inflation and its impact on corporate earnings and valuations will continue to affect the market and economy. See what this could mean for fiscal and…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Tom Tracy
Former Partner of Aspiriant
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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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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Sandra Conners
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
