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Quarterly Commentary

Publications and White Papers

Investment and Market Perspectives

Quarterly Commentary

2009

4th Quarter

•	Where There's a Will, There's a Way...
•	Message from the CEO: Lessons Learned During the Loss Decade
•	Letting the Air Out of Inflation Fears
•	Legislative Update: Enjoy the Bush Tax Cuts While They Last
•	Is a Roth IRA Conversion for You?
•	Ensuring That Good Deeds Go Unpunished (Mitigating Risks When Serving on Non-Profit Boards)
•	Estate Tax Law Update

3rd Quarter

•	The Recession Ends...(We think) Markets Continue to Advance...(We expect)
•	Animal Spirits and the New Normal
•	Offshore Assets: The Not So Ugly Truth
•	Year End Tax Planning
•	A Few Words from the (New) CEO

2nd Quarter

•	Not (Yet) Out of the Woods
•	An Interview with the Chief Investment Officer
•	Summary of Q2, 2009 Manager Research Activity
•	Inflation on the Horizon
•	Mortgage Choices: Mid-2009
•	Aspiriant in the News - Second Quarter Update
•	Tax Breaks
•	"Greetings from the SEC"
•	Stock Options: Call Writing Made Easier

1st Quarter

•	In Like a Lion...Out Like a Lamb
•	"Will I Ever Get It Back?!"
•	DFA - Has the Ivory Tower Collapsed?
•	The "New" Aspiriant.com
•	AIG Property Insurance Update
•	Lower Your Property Taxes

2008

4th Quarter

•	2008: A Year to Forget...or to Remember
•	The Perfect Opportunity before the Perfect Storm: Tax Law Changes and Low Interest Rates Demand Current Estate Planning Attention
•	Roadmap to the Future
•	Investing in Our Future: Our Clients and Our People

3rd Quarter

•	Credit Crisis
•	The GSEs: Good Intentions, Bad Results
•	The Rich Get Richer by “Giving It Away”
•	Commodities…Part of the Problem or Part of the Solution
•	Planning for Year-End 2008

2nd Quarter

•	Recession Worries
•	Commodities in Context
•	Unconventional Wisdom: Uniting Active and Passive Management
•	The "Family Mission Statement"...A Key to Effective Philanthropy

1st Quarter

•	A Difficult Start
•	Updates on China
•	The Estate Tax Question: Nearing a Resolution?
•	Credit Market Surprises
•	New Conforming Loan Limits

2007

4th Quarter

•	A New Year: A New Beginning
•	Credit Market Cycles and Investment Implications
•	In the Face of Rising Capital Gains Tax Rates
•	Investment Essentials: Food and Water
•	Beyond the Shredder - Identity Theft Protection Services
•	Reducing Exposure to the Estate Tax
•	Investment Spotlight: Berkshire Hathaway Class B
•	Exchange Traded Note (ETN) Tax Treatment Threatened

3rd Quarter

•	Risk Rediscovered
•	Innovation in Financial Markets
•	Manager Research: 3rd Quarter, 2007
•	Solar Power
•	Investment Spotlight: Global Real Estate
•	Travel Medical Insurance
•	Planning for Year-End 2007

2nd Quarter

•	More Excellent Portfolio Results
•	All Roads Lead To (From?) the Dollar
•	Manager Research: 2nd Quarter, 2007
•	Investment Spotlight: DFA Emerging Markets Core
•	A New Commodities Investment: “S&P GSCI™ Enhanced Commodity Total Return Strategy Index-Linked Note.”
•	Shake, Rattle, and...Insure?

1st Quarter

•	Volatility Returns
•	Private Equity
•	Manager Research: 1st Quarter, 2007
•	"Elder Care" - A Primer
•	Investment Spotlight: DFA Large Cap International Value Portfolios
•	Is There a Destination Club in Your Future?

2006

4th Quarter

•	4 Great Years in a Row...Uh...Oh?
•	A Few (More) Words on Commodities
•	Will You Pay More Taxes in 2007? A Look Into Our Crystal Ball
•	Summary of Q4 2006 Manager Research Activity
•	Our Year-End 2006 Investment Tactics

3rd Quarter

•	Third Quarter Rebound
•	Summary of Q3 2006 Manager Research Activity
•	A New Brand Image
•	Disaster Recovery Plan: We Have One...Should You?
•	Socially Responsible Investing (SRI): History and Trends
•	Five Non-Controversial, Non-Political Suggestions for Environmentally Responsible Living
•	Another Way to Get From Point A to Point B: Looking at Private Jet Travel
•	More Tax Law Reform

2nd Quarter

•	A Relatively Mild Correction
•	Investment Spotlight: DFA International Small Company and Small Company Value
•	Summary of Q2 2006 Manager Research Activity
•	Tax Review: A Hot TIP(RA)
•	Volatility in the Value of the Dollar

1st Quarter

•	A (Too?) Rapid Start
•	The Case for Real Estate
•	Summary of Q1 2006 Manager Research Activity
•	Medicare Part D: Our (Currently) Preferred Insurance Policies
•	Investment Spotlight: DWS RREEF Real Estate Securites
•	Risk Management for Directors and Officers
•	Commodities: A New Addition to Client Portfolio

2005

4th Quarter

•	Sunshine Through The Clouds
•	An Interview with Jason Thomas, PhD
•	Summary of 2005 Manager Research Activity
•	Investing Overseas
•	Investment Spotlight: Czech Republic
•	Adios to Absolute Return
•	Capital Markets: Expectations Refined
•	Roth 401(k) Plans
•	Are Your Employee Stock Options "Deferred Compensation"?

3rd Quarter

•	A Surprisingly Good Quarter
•	From the Chief Investment Officer
•	Medicare Part D: Important Information about the New Prescription Drug Benefit
•	Avoiding Identity Theft
•	Planning for Year-End

2nd Quarter

•	Eking-Out Small Gains
•	From the Chief Investment Officer
•	Important Legislative/Regulatory Updates
•	Portfolio Rebalancing - Present and Future
•	Still Time to Refinance?

1st Quarter

•	2005: Starting Out in Reverse
•	From the Chief Investment Officer
•	Portfolio Restructuring
•	Decision Time on Social Security

2004

4th Quarter

•	Whither Goes the Dollar?
•	The Current Income Tax Playing Field
•	Who Really Knows?
•	Manager Watch

3rd Quarter

•	Anticipation
•	Medicare's Recent Rx: A Prescription for Change
•	529 Rebalancing
•	Manager Watch: Fixed Income Investments - A Versatile Player on the Portfolio Stage

2nd Quarter

•	Positive Results Through Mid-Year
•	Charitable Giving: An Array of Choices
•	Portfolio Rebalancing and the Re-weighting of International Small Cap
•	Manager Watch: Berkshire Hathaway

1st Quarter

•	A Surprisingly Good Quarter
•	Capital Markets: Expectations Refined
•	Real Estate in Your Portfolio
•	Manager Watch: Real Estate

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