Check out this Business Insider article, where our Wealth Management Manager Teresa Greenip provides insights on student debt and the new 401(k) match repayment program: https://t.co/zlbVhAN8vv
Join Aspiriant's upcoming webinar on January 25 at 10 a.m. to gain valuable insights into the current state of the economy and markets, as well as expert perspectives on portfolio positioning and outlook. Register now! https://t.co/0rLxBhmdMW #investmentwebinar#marketoutlook
This week on the #MoneyTales#podcast, Taylor Adams joins hosts @sandibragar and @cdoder for a conversation exploring ways to foster abundance in multigenerational family legacies.
Listen, learn and subscribe to the #podcast here:
https://t.co/KkmFKQCxmw
#wealthmanagement
In this episode of the #MoneyTales#podcast, @sandibragar and @cdoder welcome Dr. Michele Mikeska Jaffe to discuss the importance of taking an empathy-based approach to decision making.
Listen, learn and subscribe to the #podcast here:
https://t.co/OtrknPDzbG
#wealthmanagement
Sandi Bragar, our Chief Client Officer joined @business yesterday to share our take on the market and the #investment opportunities we currently see. Watch the full clip here:
https://t.co/pkrRq3QzjE
This week on the #MoneyTales#podcast, co-hosts @sandibragar and @cdoder welcome Lloyd Greif. Lloyd shares how he built his reputation in the financial industry and much more.
Listen, learn and subscribe to the #podcast here:
https://t.co/40IGOvYhpK
#wealthmanagement
Our Chief Client Officer, Sandi Bragar, spoke with Bloomberg to review how the news cycle impacts investors. Read the story:
https://t.co/JwpkWpp8HE
#stockmarket ##economicdata
Such an honor that Aspiriant was named Best Private Wealth Manager (firm) for 2023. It feels great for the work we put in every day with our colleagues and for our clients was recognized by Private Asset Management!
Thank you Private Asset Management for awarding Aspiriant with the 2023 Best Private Wealth Manager award last night! https://t.co/f2i1ufCkz9
Disclaimer: Aspiriant did not pay a fee. See website for methodology. Date of award 2.9.23 for period 7.1.21 - 6.30.22.
Chief Client Officer, Sandi Bragar, joined @BloombergAU to discuss how Aspiriant is advising clients and the top #investment opportunities that we see right now. Watch below:
https://t.co/Dzj1Hr58IL
Our Chief Client Officer, Sandi Bragar, appeared on @SquawkCNBC this week to discuss our #market outlook and #investment opportunities in this environment. Watch the full clip here:
https://t.co/vMIl9mRXXe
In this episode of the #MoneyTales#podcast, @sandibragar and @cdoder welcome Rocco Orlando. They discuss topics like extreme budgeting, building productive money habits and more.
Listen, learn and subscribe to the #podcast here:
https://t.co/g46wFatqDW
#wealthmanagement
Nayan Lapsiwala, partner and director in wealth management, talks about different types of equity compensation and strategies to consider. https://t.co/icfWJulkkT
Dave Grecsek, our Managing Director in Investment Strategy and Research, spoke with @CNBC last week to review our outlook on markets. Read the story: https://t.co/1qbjmU9oCg
Cammie Doder participated on a panel with @FAmagazine regarding dispelling myths about NexGen clients. She discusses common myths, how to create a business model that well serves this segment, and understanding the NexGen mindset.
https://t.co/rVwO9MvcOk