QSBS can be a powerful way for small-business shareholders to save on capital gain taxes. But you need to know the rules and risks. Discover wealth planning strategies for your QSBS. more >
Stocks and bonds have been the primary asset classes used to manage risk in a portfolio. But frequently, they trade in tandem, driving up volatility. Find out how diversifiers can help smooth out returns. more >
It may seem like investing is akin to gambling. Although luck certainly plays a role when it comes to investing, we believe skill determines long-term performance. Learn how we interpret what the market “tells” us and what it might mean for investing. more >
The U.S. stock market continued to fly high in the third quarter. However, similar to 1999, the current market value of the S&P 500 appears to have far outpaced its fair value. As a result, we believe U.S. equities have become less attractive and are priced to generate low returns going forward. more >
The long-term growth rate of the U.S. economy charts the flight path of equity values. Our newest Insight highlights the factors, or the fuel, affecting economic growth. more >
Company-provided stock options, especially ISOs, can be a boon for employees of start-ups experiencing skyrocketing growth. The trick is managing the income taxes. more >
Like coaches, portfolio managers must have a well-conceived game plan. Aspiriant’s game plan is grounded upon one basic investment concept: return on investment. At a time when we don’t see many good investment opportunities, taking a defensive posture appears to be the best strategy. more >
