Aspiriant

06/26/2026

Women often approach wealth with a purpose-driven lens, yet may face unique financial challenges, from longer lifespans to career interruptions.

Our Women Taking Charge guide outlines six practical steps to build confidence and clarity in financial decision-making.

Download the eBook: https://aspiriant.com/ebook/women-taking-charge/

When it comes to building and preserving wealth, women have unique strengths — and challenges. Download the Women Taking Charge Ebook.

06/25/2026

SpaceX’s public debut is making headlines, but what comes next may be even more important. As other high-profile companies explore public listings, investors are asking:

- Will these offerings affect the broader market?
- What could they mean for index funds?
- How should long-term investors think about the opportunity and risks?

https://aspiriant.com/fathom/ipo-wave-market-impact/?utm_source=ffacebook&utm_medium=social&utm_campaign=quick_takes_ipo_wave

06/25/2026

What happens when caring for a loved one becomes one of the biggest financial decisions your family will ever face?

This week on Money Tales, Lindsay Jurist-Rosner joins Sandi Bragar and Cammie Doder to share how her mother's decades-long journey with multiple sclerosis inspired her to found Wellthy, a company dedicated to helping families navigate the complexities of caregiving.

Along the way, she reflects on the emotional, logistical and financial realities that so many families face but rarely discuss.

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

06/24/2026

Sandi Bragar, our Chief Client Officer, recently spoke with NerdWallet to explain loud budgeting. By verbalizing your financial priorities and savings goals, you're asserting your focus areas, Sandi explains.

Check out the full article:

Talking openly about your money choices may make it easier to hit your financial goals.

06/22/2026

Aspiriant is excited to announce that Rob Francais has been named a finalist in the 2026 Wealth Management Industry Awards in the category of Chief Executive Officer of the Year (AUM Less Than $25B).

Impactful leadership in wealth management isn't measured solely by growth, but by the ability to build a firm that remains focused on clients, employees and long-term impact. This recognition reflects Rob's commitment to leading through Aspiriant's independent, employee-owned model.

Congratulations to Rob and all of this year's finalists! We look forward to celebrating alongside the industry leaders helping shape the future of wealth management.

Disclosure: Finalist status does not imply an award was won. Aspiriant did not pay a fee for consideration in this category. Award date: 2026 for the previous 18 months. Third-party rankings and awards are based on independent criteria and may not be representative of any client experience. To view the full methodology and list of finalists: https://informaconnect.com/wealth-management-industry-awards/the-finalists/ -ria-firm-leaders

06/18/2026

This Father's Day weekend, we celebrate the dads who inspire, encourage and show up for the moments that matter most.

Happy Father’s Day from Aspiriant.

06/18/2026

This week on Money Tales, Margaret Andrews joins Sandi Bragar and Cammie Doder to explore how family, education and life experiences shape our views on success, money and fulfillment.

From her early career as a CPA to teaching leadership at Harvard, Margaret reflects on the importance of self-awareness and why the most meaningful definition of success is the one you create for yourself.

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

06/16/2026

When planning for retirement, it's important for investors to account for potential lifestyle changes.

Our Chief Client Officer, Sandi Bragar, recently spoke with WBBM Radio to discuss the financial considerations as retirement approaches and the importance of goals-based financial planning.

Listen more here: https://www.audacy.com/podcast/noon-business-hour-on-wbbm-newsradio-9d2f9/episodes/inflation-baby-money-money-myths-by-generation-64ccf Sandi's segment begins at the 7:00 minute mark.

06/15/2026

While a successful IPO can create tremendous opportunity, it can also raise important questions about diversification, risk and taxes. Navigating those decisions thoughtfully can help turn a liquidity event into long-term financial security.

Learn how a tax-aware long-short strategy may help investors manage concentrated stock positions while managing capital gains as part of broader wealth planning goals: https://aspiriant.com/fathom/tax-aware-long-short-concentrated-stock/?utm_source=facebook&utm_medium=social&utm_campaign=long_short

06/12/2026

We're proud to share that Chris Murray has been recognized as one of the Top 50 Accountants in Northern California by CalCPA and the San Francisco Business Times.

This recognition highlights accounting professionals who are making a meaningful impact within their organizations, their communities and the accounting profession.

Please join us in congratulating Chris on this outstanding achievement. We look forward to celebrating alongside the other honorees at the Northern California Accounting Firm Awards on June 25.



Disclosure: Honorees are chosen through an independent editorial review, with selections based entirely on their merits, achievements and contributions to their organizations and local community. Commercial interests with the Business Journal are not considered. Review panels may be comprised entirely of Business Journal leadership, or in combination with outside judges determined by the news department. The Business Journal’s editorial leadership has final say and approval for all awards and honorees. Date of award: June 25th, no award period specified.