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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
Wealth Planning
A Guide to Healthcare Options in Retirement
In this article, we discuss the healthcare options available to you in retirement, specifically if you are not yet eligible for Medicare. While costs may…More
Wealth Planning
Year-End Tax Considerations
For many investors, 2022 has been a year to forget. But there could be an upside to the downturn, particularly if you’re looking to reduce…More
Uncategorized
Fourth Quarter 2022 Insight
Skilled investing, like good driving, means proceeding along one’s journey at a reasonable and safe pace, using sound decision making.More
Investment Management
Market Perspective: The Future for Bonds is Looking Up
Bond investors are generally willing to forego higher returns and expect to receive lower, steadier returns with smaller losses. Over the past year, this expectation…More
Inside Aspiriant
Aspiriant Ranked on Barron’s 2022 Top Wealth Management Firms List
Our ranking as a top-rated independent wealth management firm reflects our deep commitment to independence through our ownership model, serving clients with distinction and our…More
Uncategorized
Market Perspective: Volatile Times
As the Federal Reserve continues raising rates, recession fears have resurfaced and triggered equities to resume the selloff that began earlier this year.More
Wealth Planning
Managing Lock-Up Periods During Volatile Markets
During volatile markets, managing equity compensation during a lock-up period can be particularly stressful. The key is to plan ahead. Read some tips to managing…More
Uncategorized
Third Quarter 2022 Insight
Frothy markets driven by globalization, easy monetary policies and a wave of capital during the pandemic have shifted to real risks of a recession or…More
Uncategorized
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
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Meet the Authors
Tom Tracy
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, 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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Chase Arima
Research Analyst in Investment Strategy & Research
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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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Sandra Conners
Former Partner of Aspiriant
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
