Aspiriant

10/30/2026

AI is moving from scientific breakthroughs to practical business applications, but the economics of that progress are becoming more complicated.

Companies are investing enormous amounts in the infrastructure needed to support AI, increasingly turning to debt and equity markets to help finance it. Corporate earnings remain strong, but the growing demand for capital raises questions about interest rates and whether the returns on AI investment will ultimately justify the cost.

In our Q4 2026 Insight, our Investment Strategy & Research team looks at these developments, the barriers that could slow AI’s progress and what they could mean for investment portfolios.

Read our full market outlook here: https://aspiriant.com/fathom/q4-2026-market-outlook/?utm_source=social&utm_medium=facebook&utm_campaign=insight

10/29/2026

Culture isn't just a buzzword, it's something thoughtfully built through our 100% employee ownership model.

We believe that when our people are supported, challenged and empowered, they can create exceptional outcomes for our clients and each other.

Learn more about life at Aspiriant and view current openings:

Explore careers at Aspiriant and discover opportunities to grow with an employee-owned wealth management firm built on collaboration and client service.

10/28/2026

For many tech professionals, the biggest financial questions aren't about today's paycheck—they're about tomorrow's opportunities.

Equity, tender offers and liquidity events can create life-changing outcomes when paired with thoughtful planning. Read more: https://aspiriant.com/fathom/ai-employee-equity-planning/?utm_source=social&utm_medium=facebook&utm_campaign=fathom_ai_employee_equity_planning

10/27/2026

Our CEO, Rob Francais, recently spoke with Barron's about Aspiriant’s commitment to remaining 100% employee owned as private equity continues to reshape the RIA industry.

In the article, he discusses how employee-owned firms can join forces to achieve greater scale, while maintaining independence from outside capital. Read more here: https://www.barrons.com/advisor/articles/financial-advisor-ria-private-equity-employee-owned-6ae037b8?mod=ahp_TOPSTORIES_A_5

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