Deep thinking, distilled.
Fathom - Aspiriant Insights
Aspiriant Third Quarter 2024 Insight
How to Effectively Manage Capital Gains from Concentrated Stock Positions
The Corporate Transparency Act: Crucial Timelines for Business Owners
Equity Compensation Guide on RSUs, Stock Options and Taxes
Avoid Insider Trading Accusations with a 10b5-1 Plan
When Tech Deals Go Well - Maximizing ISOs
Estate Planning Opportunities Navigating the Tax Cuts and Jobs Act Sunset
6 Strategies to Maximize Tax Savings Before the Tax Cuts and Jobs Act
Aspiriant Welcomes Three New Partners
Aspiriant Second Quarter 2024 Market Insight
Aspiriant featured in Forbes 2024 Best-in-State Wealth Advisors list
3 Tax Considerations if Leaving California | Aspiriant Wealth Management
Get Aspirant Fathom Articles Direct to Your Inbox
Stephen Kawasaki

Meet the Authors

Stephen Kawasaki

Senior Manager in Investment Strategy & Research, Partner

Mary Ellen Krueger

Meet the Authors

Mary Ellen Krueger

Director in Wealth Management, Partner

Phil J. Kastenholz

Meet the Authors

Phil J. Kastenholz

Director in Investment Strategy & Research, Partner

Sandra Conners

Meet the Authors

Sandra Conners

Director in Wealth Management, Partner

David Grecsek

Meet the Authors

David Grecsek

Managing Director in Investment Strategy & Research, Partner

Tom Tracy

Meet the Authors

Tom Tracy

Former Partner of Aspiriant

Chase Arima

Meet the Authors

Chase Arima

Research Analyst in Investment Strategy & Research

John Allen

Meet the Authors

John Allen

Chief Investment Officer, Partner

Marc Castellani

Meet the Authors

Marc Castellani

Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner

Next Up

Aspiriant Wealth Management Team

Meet the Team

In the end, a firm boils down to the people.

Learn more
Aspiriant Wealth Management Team