Aspiriant

Nayan Lapsiwala, our Wealth Management Director, recently spoke with Business Insider to discuss strategies wealthy investors can implement to mitigate capital gains taxes. "The [fund] manager's responsibility is to reduce capital gain taxes for everyone because now as you have a pool of assets, there might be some stocks that will go down in value, some might go up. So, a tax-loss-harvesting type of trading will take place and then you are reducing your capital gains taxes," he said.

Without an estate plan, your assets will be left to a list of your heirs determined by state law, and the courts would place any minor children with relatives. This #NationalEstatePlanningAwarenessWeek, find out which documents you need to ensure your wishes are met. Learn more: https://buff.ly/3AUUmum #EstatePlan #LivingTrust #Will #POA

Money Tales guest Chelsey Goodan spoke with Sandi Bragar and Cammie Doder on #MoneyTales. Here’s a brief clip of her time on the podcast talking about #money. Listen to the podcast here: https://lnkd.in/gxybhbYU #Aspiriant #wealthmanagement #podcast

You're invited to attend Aspiriant’s Investing Outlook: Fall 2024 webinar on Thursday, October 24 at 10 a.m. Pacific time. Chief Investment Officer John Allen and Managing Director Marc Castellani, CFA, CAIA, CIMA? will discuss: ?? Updated research and perspectives on the economy and markets ?? Portfolio positioning and outlook ?? Register today! https://buff.ly/3zAZVxH #webinar #marketoutlook #investing #wealthmanagement

In this week’s episode of the #MoneyTales podcast was recorded live, on-stage at the Future Proof Festival! Co-hosts Sandi Bragar and Cammie Doder sat down with Chelsey Goodan, author of the bestseller book UNDERESTIMATED: The Power and Wisdom of Teenage Girls, to discuss how early lessons from her parents shaped her lifelong relationship with money. Chelsey?has been a mentor and empowerment coach to teenage girls for 16 years. She speaks regularly to audiences about gender justice, conducts workshops, and serves as the mentorship director of?DemocraShe, which supports and guides girls from underserved communities into leadership positions.?As a keynote speaker, Chelsey teaches communication strategies that make everyone feel seen, heard, understood, valued, and celebrated, creating psychological safety for everyone from teenage girls to CEOs. She is also a board member for A Call to Men, a national gender-based violence prevention nonprofit that educates men and boys about healthy masculinity. Featured in TIME Magazine, Oprah Daily, and NBC News, Chelsey’s?passion to explore humanity’s potential for authenticity, liberation, and empowerment permeates?all?her work. Listen, learn more about her story on the #MoneyTales #podcast: ?https://lnkd.in/gxybhbYU

Thank you, Forbes, for including Aspiriant on the 2024 Americas Top RIA Firms list. According to Forbes, the third annual list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term. https://buff.ly/488Ji9l Disclaimer: No fees were paid, date of award October 8, 2024 for time period 7.1.23-6.30.24.

With the U.S. election fast approaching, it’s important to understand how potential tax policies could shift. We’ve summarized the core differences in the tax plans proposed by Trump and Harris, covering everything from tax rates to corporate taxation and capital gains. Whether you're a business owner or an individual, these changes could affect your financial goals. Read more about the 2024 election tax plans and what they mean for you: https://buff.ly/3XWvlXs #2024Election #TaxPlanning #WealthManagement #FinancialGoals

Money Tales guest Lisa Morales-Hellebo spoke with Sandi Bragar and Cammie Doder on #MoneyTales. Here’s a brief clip of her time on the podcast talking about #money. Listen to the podcast here: https://lnkd.in/gXReua2Y #Aspiriant #wealthmanagement #podcast

Sandi Bragar, our Chief Client Officer, appeared on Bloomberg: Daybreak Asia to discuss Fed rate cut expectations and navigating a long-term investment strategy amidst potential volatility. Listen to the full segment below: https://buff.ly/4eUJ7AM

The Aspiriant Los Angeles team spent a day learning and working at Homeboy Industries, where formerly gang-involved and incarcerated men and women receive services to redirect their lives. Homeboy’s founder, Father Boyle, recently received the Presidential Medal of Freedom for his profound work in this community. The team toured the downtown campus, hearing first-hand stories of the challenges and triumphs from participants in the program, and enjoyed lunch at Homegirl Café, which provides a supportive environment where clients receive on-the-job training and build their skills. In support of the 2024 #DayofGiving, Aspiriant provided groceries and hygiene kits for Homeboy’s clients, as well as a check to further their efforts in our community. #HomeboyIndustries #CommunitySupport