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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
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
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Meet the Authors
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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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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John Allen
Chief Investment Officer, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Jan Vega
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
