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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.
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Wealth Planning
Family History and Wealth: Building Bridges for Better Conversations
How family history can support better conversations, clearer decisions and stronger alignment across generations.More
Investment Management
Insight Q2 2026: Market Outlook and Investment Commentary
Aspiriant’s Q2 2026 outlook examines inflation, AI, market concentration and portfolio positioning.More
Inside Aspiriant
Building What Lasts: Welcoming Aspiriant’s 2026 Partners
Four Aspiriant professionals join the partnership, growing our 100% employee-owned wealth management firm.More
Inside Aspiriant
Aspiriant Recognized in 2026 for Multi-Family Office
Aspiriant recognized in 2026 for multi-family office approach, highlighting how we serve high- and ultra-high-net-worth families.More
Inside Aspiriant
Aspiriant Advisors Recognized by Forbes in 2026: What This Means for Clients
Aspiriant advisors were recognized by Forbes in 2026, reflecting the care, collaboration and long-term focus behind how we serve clients.More
Investment Management
Iran Ceasefire Headlines Ease Volatility—What Comes Next?
Markets have seen some easing in volatility following Iran ceasefire headlines, but uncertainty remains. More
Investment Management
A Closer Look at Private Credit Pressures
A look at how investors should think about private credit within their portfolio in light of the recent headlines on rising default concerns.More
Wealth Planning
How Tax-Aware Long-Short Strategies Help Diversify Concentrated Stock
How tax-aware long-short strategies may help diversify concentrated stock positions while managing capital gains and portfolio risk.More
Investment Management
When Geopolitics Hits Energy Markets
Rising tensions in the Middle East pushed oil prices higher and triggered market volatility as investors reassessed inflation and growth risksMore
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
Planning Beyond the Ring: Money Conversations for Engaged Couples
Tips to help engaged couples start honest, thoughtful financial conversations that set the stage for a strong life together.More
Investment Management
First Quarter 2026 Insight
Explore Aspiriant’s Q1 2026 Investing Insight, covering AI investment, market concentration, economic divergence and portfolio considerations.More
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Meet the Authors
Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
