Aspiriant

10/26/2026

What happens when a significant share of your wealth is tied to one company?

Deciding whether to hold, sell or diversify may be just the beginning. The choices surrounding a concentrated stock position can also have implications for taxes, liquidity, estate planning, charitable giving and future generations.

On November 12, join Aspiriant's Lisa Colletti, Carl Forster and Song Park as they explore a real-world concentrated wealth situation and how different areas of financial expertise come together to inform these decisions during the webinar at 11 a.m. PT / 2 p.m. ET.

Register here: https://aspiriant.com/concentrated-wealth-a-much-bigger-conversation/?utm_source=social&utm_medium=facebook&utm_campaign=efo_202611

10/15/2026

Don't forget to register for our upcoming Investing Outlook Q4 2026 webinar.

Join John Allen and Marc Castellani from Aspiriant’s Investment Strategy & Research team for our quarterly Investing Outlook conversation. They’ll share perspective on the forces shaping markets today and how we’re thinking about portfolios in response.

Thursday, October 22 at 10 a.m. Pacific time.

Register: https://aspiriant.com/investing-outlook-q4-2026-webinar/?utm_source=facebook&utm_medium=social&utm_campaign=investing_outlook

10/06/2026

Our Director in Wealth Management, Nayan Lapsiwala, recently spoke to Investopedia about how index funds may provide indirect exposure to individual companies. His key takeaways: be aware of fund holdings, understand concentration risk and make sure exposure aligns with long-term investment goals.

Read the story here: https://www.investopedia.com/how-the-nasdaq-100-is-built-and-why-its-rules-matter-12075157

10/01/2026

Markets are constantly evolving, but a thoughtful investment strategy is built to navigate change.

Join John Allen CFA®, CAIA, and Marc Castellani CFA, CAIA, CIMA® from Aspiriant's Investment Strategy & Research team for our Q4 2026 Investing Outlook webinar as they share perspectives on the economic and market forces shaping today's investment landscape.

Thursday, October 22 at 10 a.m. Pacific time.

Registration now open: https://aspiriant.com/investing-outlook-q4-2026-webinar/?utm_source=facebook&utm_medium=social&utm_campaign=investing_outlook

09/29/2026

Meet Jan Vega, Director of Wealth Management and partner at Aspiriant.

Based in our Los Angeles office, Jan joined Aspiriant in 2020 and has over 20 years of experience within the financial services industry serving high-net-worth individuals and families. Jan was attracted to Aspiriant's 100% employee ownership model, the warm and intellectual curiosity of our employees and the deep relationships we build with clients.

In previous roles, Jan assisted families with a wide variety of wealth management needs, including estate planning, tax, financial planning, fiduciary, philanthropy and family governance issues.

When advising on wealth, she quotes Henry David Thoreau, “True wealth is the ability to fully experience life.”

Get to know Jan: https://aspiriant.com/people/jan-vega/?utm_source=facebook&utm_medium=social&utm_campaign=tmt

09/25/2026

Discussing finances with children can feel uncomfortable. Our Chief Client Officer, Sandi Bragar, recently shared insights with AARP on how to navigate these tough conversations and equip children with the knowledge and experience to financially empower them. Read the article here:

Clear guidance and real-life lessons can support better financial decisions

09/24/2026

Is your financial plan keeping pace with your career?

Promotions, equity awards and changing compensation packages can all reshape your financial picture. A coordinated plan helps ensure each new opportunity strengthens your long-term goals.

Download Equity Compensation Guide for Executives: https://aspiriant.com/ebook/equity-compensation-guide-for-executives-2/?utm_source=facebook&utm_medium=social&utm_campaign=equity_comp

09/23/2026

The conversations that shape a family's legacy often happen long before wealth changes hands. Helping children and grandchildren develop financial confidence, understand your family's values and participate in meaningful discussions can be just as impactful as the assets they'll one day inherit.

Read more on how healthy money conversations can strengthen financial well-being across generations: https://aspiriant.com/fathom/confident-intentional-spending/?utm_source=facebook&utm_medium=social&utm_campaign=breaking_scarcity_mindset

09/22/2026

We're honored to share that Aspiriant has been recognized as a Barron's Top RIA Firm for the 11th consecutive year.

This recognition reflects more than a milestone—it speaks to the enduring relationships we've built with our clients, our commitment to independent advice and the dedication of our employee-owners who work every day to help families make confident financial decisions.

We're grateful for the trust our clients place in us and for the talented team that continues to make our mission possible.

Thank you to our clients, colleagues and community for being part of this journey. View on the Barron's website: https://www.barrons.com/advisor/report/top-financial-advisors/ria

Disclosure: Aspiriant did not pay a fee for inclusion in this award. The Barron’s 2026 Top 100 RIA Firms list was based on quantitative and qualitative criteria, including assets under management, technology, staff diversity, and succession planning. The ranking was based on data for the 12-month period from July 1, 2025 through June 30, 2026, with the award published in September 2026. For the full Barron’s methodology, visit: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

09/21/2026

Women often face a different retirement journey than men. Planning for both a shared retirement and the possibility of managing finances independently can create greater confidence for whatever the future holds.

Read on our blog: https://aspiriant.com/fathom/women-plan-two-retirements/?utm_source=facebook&utm_medium=social&utm_campaign=two_retirements