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Inside Aspiriant
Two New Leaders Join the Aspiriant Family
Aspiriant is excited to welcome two key leaders whose expertise strengthen the team and expand our ability to service clients in the SoutheastMore
Inside Aspiriant
Aspiriant Launches New Website
Our website is the digital front door to our firm. We welcome you in to experience and get a feel for why we love what we do for our clients.More
Wealth Planning
The Road to Financial Wellness
Practical tips from two working moms Empowering women is near and dear to our hearts, as we are both passionate about the topic. to help…More
Inside Aspiriant
Aspiriant Presents: The New Partner Class 2023
Eight employees become new partners of Aspiriant. This new class represents client service, the investment team, and leadership.More
Investment Management
Market Perspective: Regional Bank Update
Our team summarizes the recent bank failures and offers a perspective on the current state and a potential hurdle for regional banks.More
Wealth Planning
Putting the Joy Back into Philanthropic Giving
Tax season is a great time to review, and potentially make changes to, your annual charitable donations. If you’ve lost some of the joy of…More
Wealth Planning
The IRS provides taxpayer relief for victims of weather disasters in certain CA, GA, and AL counties
The IRS is offering tax extensions for certain counties impacted by the severe storms. Residents of identified counties in California, Georgia or Alabama, may be…More
Investment Management
Market Perspective: A Deeper Look at Bear Market Rallies
A deep dive into bear market rallies, periods in which financial assets temporarily rebound during a severe and longer-term pullback...More
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
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Meet the Authors
Chase Arima
Research Analyst in Investment Strategy & Research
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John Allen
Chief Investment Officer, Partner
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Sandra Conners
Former Partner of Aspiriant
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, 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
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
