Aspiriant

06/03/2026

June is Elder Abuse Awareness Month, a time to shine a light on an issue that often goes unnoticed.

Elder abuse can take many forms, including financial exploitation, and it frequently occurs at the hands of someone the victim knows and trusts. As families navigate aging, caregiving and wealth transfer conversations, it's important to recognize the warning signs and have open discussions about safeguards that can help protect vulnerable loved ones.

Awareness is one of the most powerful tools we have. By understanding the risks and planning proactively, families can help preserve both financial security and dignity for older adults.

Learn more about the prevalence of elder abuse, warning signs to watch for and steps families can take to help protect loved ones: https://aspiriant.com/fathom/how-common-is-elder-abuse/

06/02/2026

Graduation season often marks the beginning of financial independence.

Opening accounts, establishing credit and starting to invest early can shape long-term confidence.

Read our financial tips for young adults: https://aspiriant.com/fathom/4financialtipsforyoungadults/?utm_source=linkedin&utm_medium=social&utm_campaign=fathom_story_4_financial_tips_young_adults

06/01/2026

Summer Hammons, our Chief People Officer, spoke with the Los Angeles Business Journal to share her thoughts on the financial advisor talent pipeline. She highlighted how we prioritize employee ownership and independence and explained our business model and recruitment strategy.

Read the article here:

Editor's note: this article has been revised and corrected. In Los Angeles and across the country, wealth advisers are packing up their millions or

05/29/2026

In honor of National 529 Day, we’re reminded that planning for a child’s future is about more than education savings alone. It’s an opportunity to think more intentionally about long-term goals, family priorities and the financial systems that can support the life you want to create together.

The excitement of welcoming a child into your life can come a new set of questions: How do we prepare financially? What kind of foundation do we want to build for our family? How do we balance planning for tomorrow while staying present today?

Read more: https://aspiriant.com/fathom/financial-planning-for-baby-4-tips/?utm_source=social&utm_medium=linkedin&utm_campaign=529day

05/28/2026

On this week’s Money Tales, Caroline Gaynor joins Sandi Bragar and Cammie Doder to share how career uncertainty, caregiving and discovering the power of investing reshaped the way she thinks about financial security and fulfillment.

The conversation touches on everything from compound interest and financial literacy to balancing marriage, parenting and ambitious careers. Along the way, Caroline reflects on why asking questions, staying curious and talking openly about money can change the trajectory of a life.

Listen to the podcast: https://aspiriant.com/podcast/caroline-gaynor/?utm_source=facebook&utm_medium=social&utm_campaign=episode_post

05/22/2026

Q2 Insight is now available. In it, our Investment Strategy & Research team looks at the forces continuing to shape markets, including inflation, interest rates, geopolitical tensions, AI-driven investment trends, cybersecurity risks and portfolio positioning in a more complex environment.

Explore our latest Insight on fathom: https://aspiriant.com/fathom/second-quarter-2026-insight/?utm_source=social&utm_medium=linkedin&utm_campaign=insight

05/21/2026

Every multigenerational family carries a money story. How wealth is discussed, modeled and passed down can shape family relationships, stewardship and the long-term success of a family’s legacy.

This week on Money Tales, Charles Eckhart, PhD joins Sandi Bragar and Cammie Doder to explore the emotional and relational complexity that often comes with wealth across generations.

What began with childhood dreams of striking it rich through baseball cards evolved into a career helping ultra-high-net-worth families navigate ambition, responsibility, identity and purpose.

Listen to the full episode: https://aspiriant.com/podcast/charles-eckhart/?utm_source=facebook&utm_medium=social&utm_campaign=episode_post

05/07/2026

Money can open doors, but what happens when the life it builds no longer feels like your own?

This week on Money Tales, Jane Bond joins Sandi Bragar and Cammie Doder for a conversation about identity, ambition and the complicated relationship between money and fulfillment.

From selling multimillion dollar homes to stepping back and redefining what truly matters, Jane reflects on the emotional weight of success, the pressure to perform and the challenge of redefining yourself when external validation no longer feels meaningful.

Listen to the full episode: https://www.aspiriant.com/podcast/jane-bond/?utm_source=facebook&utm_medium=social&utm_campaign=episode_post

05/05/2026

It all comes down to clarity and peace of mind for the individuals and families we serve. At Aspiriant, that starts with ownership. When you work with us, you’re not just working with wealth managers and professionals. You’re working with owners who are personally invested in what you’re building and where you’re going.
Please join us in welcoming Gretchen Hollstein, Lydia Walz, Mo Rouzegarian and Laurie Flenner as our newest partners. Explore more about our 100% employee-owned model and meet our 2026 partner class.

https://aspiriant.com/fathom/2026-partners-employee-owned/?utm_source=facebook&utm_medium=social&utm_campaign=2026_partners

05/01/2026

Sandi Bragar, our Chief Client Officer, joined WBBM Radio to discuss financial tips for newlyweds and the importance of transparent communication about money: https://www.audacy.com/podcast/noon-business-hour-on-wbbm-newsradio-9d2f9/episodes/relocating-dirty-soda-newlyweds-cebd8