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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
Wealth Planning
How to Effectively Manage Capital Gains from Concentrated Stock Positions
Learn how to manage concentrated stock holdings and reduce risks through diversification and strategic planning.More
Wealth Planning
Equity Compensation Guide to Stock Options, RSUs, ESPPs and Taxes
Learn how to optimize your financial benefits with smart strategies and tax planning for your equity compensation in our detailed guide.More
Wealth Planning
Avoid Insider Trading Accusations with a 10b5-1 Plan
Avoid insider trading accusations with a 10b5-1 plan. Learn how to manage equity compensation, navigate tax implications and don’t break laws.More
Wealth Planning
When Tech Deals Go Well – Maximizing ISOs
Maximize your Incentive Stock Options (ISOs) with our experienced financial planning. Learn about eligibility, grant limits, taxes and more.More
Wealth Planning
Estate Planning Opportunities: Navigating the Tax Cuts and Jobs Act Sunset
Maximize tax savings before the Tax Cuts and Jobs Act expires at the end of 2025. Apply key estate planning strategies before the sunset. More
Wealth Planning
6 Strategies to Maximize Tax Savings Before the Tax Cuts and Jobs Act Sunset
Prepare for the 2025 TCJA sunset. Discover key strategies to maximize tax savings and navigate upcoming tax changes. More
Inside Aspiriant
Celebrating Aspiriant’s New Partner Class of 2024
Meet Aspiriant's new partners, embodying our core values and dedication to client-centered wealth management.More
Investment Management
Second Quarter 2024 Insight
Our Q2 2024 Insight offers analysis on market trends and investment strategies, helping guide investors through complex financial landscapesMore
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Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Jan Vega
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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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, 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
