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Wealth Planning
5 Smart Ways to Grow Assets for Kids or Grandchildren
Discover practical ways to support your kids' or grandchildren's financial future through thoughtful planning.
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Wealth Planning
5 Expensive Mistakes to Avoid Before and After a Liquidity Event
Avoid costly mistakes during an IPO or liquidity event. Learn actionable strategies for taxes, investments & estate planning.More
Wealth Planning
What to Do with Stock Options: When to Exercise & Tax Planning Strategies
Stock options can be a powerful wealth-building tool.More
Investment Management
Potential Post-Election Policy Shifts: Understanding the Implications
Post-election insights explore tax, trade and regulatory shifts that could influence economic growth, inflation and financial planning.More
Investment Management
Fourth Quarter 2024 Insight
Our Q4 2024 Investment Insights highlights key economic trends, inflation shifts and strategic portfolio guidance for resilient growth.More
Wealth Planning
Navigating Liquidity Events: Key Insights for IPOs, M&As and Buyouts
We’re explaining major financial events—IPOs, M&As, buyouts & more—while guiding you through key decisions, tax strategies & wealth planning.More
Wealth Planning
Finish Strong: 9 Key Financial Moves to Make Before Year-End
Wrap up 2024 on a strong note with 9 easy financial moves to boost your savings, reduce taxes and refine your wealth strategy.More
Inside Aspiriant
Aspiriant Recognized by Forbes & Barron’s for Top Wealth Management & Financial Advisors in 2024
Aspiriant earns top recognition from Forbes and Barron’s in 2024, with two of our wealth managers also receiving distinguished awards.More
Wealth Planning
A 5-Step Guide to Layered Savings
If you’re on a clear road for professional success, it’s essential that you begin planning for financial success. Find out how to set up a…More
Wealth Planning
Restricted Stock Units (RSUs): What You Need to Know About Taxes, Selling Shares and Long-Term Strategies
Wondering what to do with your RSUs? Discover strategies for managing, selling and understanding the tax impact of your Restricted Stock UnitsMore
Wealth Planning
2024 Presidential Election: Key Differences in Tax Strategies
Discover how the 2024 election could impact your finances with a breakdown of key differences in the candidates' tax strategies.More
Inside Aspiriant
Rob Francais Named 2024 CEO of the Year Finalist by WealthManagement.com
Rob Francais was a finalist for WealthManagement.com's 2024 CEO of the Year, a testament to the client-centered culture he has fostered. More
Investment Management
Third Quarter 2024 Insight
Explore key insights from Q3 2024, focusing on inflation trends, household wealth disparities and strategic portfolio considerations.More
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Meet the Authors
Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Meet the Authors
Sandra Conners
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
Meet the Authors
Tom Tracy
Former Partner of Aspiriant
Meet the Authors
Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
