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Aspiriant Professionals in the News
As the leading independent wealth management firm, Aspiriant and its principals are frequently mentioned in the business, financial, and trade press.

Source
Date
Title
San Francisco Business Times 07/19/2010 Aspiriant to buy Deloitte's wealth management unit
Investment News 07/19/2010 Aspiriant to buy Deloitte Investment Advisors, form $7B Wealth Manager featurin Rob Francais
PRESS RELEASE 07/19/2010
Reuters.com 07/09/2010 No fiduciary for all by Tim Kochis
Checkpoint Law Journal 6/2010 Using a Personal Residence DGT by Clay Stevens
Forbes 06/10/2010 Save Thousands on Insurance feat. Mike Fitzhugh
Chiefexecutive.net 06/10/2010 Managing CEO's Affirmative Defense - Selling Compnay Stock Through a 10b5-1 Plan by Mike Fitzhugh and Linda J. Fitz
Wall Street Journal 06/07/2010 Don't Give Up on Europe feat. Jason Thomas
Investment News 06/03/2010 The RIA Giants - Top Fee Only Firms
Investment News 05/30/2010 Bridging the Gap - RIA's are rushing in to fill the widening gulf between big banks and their clients
MarketWatch.com 05/27/2010 Bay Area Financial Leaders Honor 2010 CFO of the Year Award Winners and Finalists - Michael Kossman Aspiriant CFO, Finalist
San Francisco Chronicle 05/26/2010 Europe is Not the Overseas Power to Worry About
Forbes 05/12/2010 Intelligent Investing Panel - Invest Based on Situation featuring Jason Thomas
Wealth Manager Magazine 05/05/2010 50 Top Women in Wealth - Linda J. Fitz
Wall Street Journal 04/25/2010 Practice Management: Schwab Reopens Door to Alternatives featuring Jason Thomas
Wall Street Journal 04/21/2010 RIAs Headed to Consolidation feat. Mike Fitzhugh
Businessweek 04/15/2010 Mind the Estate Tax Gap feat. Clay Stevens
Minyanville.com 04/14/2010 Retiring Without Enough Income? feat. Kacy Gott
Forbes 03/29/2010 Merger Lands Aspiriant on List of Fastest-Growing
Forbes 03/29/2010 Aspiriant One of the Top 50 Fee-Only RIAs in US
LA Times 03/07/2010 Time to Prepare Your Will feat. Clay Stevens
The Wall Street Journal 03/04/2010 One Firm Looks to Expand After Stormy Year
WealthBriefing.com 03/01/2010 Third-party Search Consultants Growing Rapidly
Forbes 02/20/2010 U.S. May Face Housing Shortage in 2011 feat Jason Thomas
The Wall Street Journal 02/01/2010 Shift From Commissions to Fees Has Benefits for Fund Investors
The San Francisco Chronicle 01/17/2010

Help for deciding whether to switch IRA to Roth

The New York Times 01/10/2010 In Bonds, a Balance of Risk and Yields
The New York Times 10/31/2009 Big Investors Grow Wary of Hedge Funds and Private Equity
History of Financial Planing Standards Board 2009 The Creation of Financial Planning Standards Board
"The History of Financial Planning" 2009 Published this year, "The History of Financial Planning" acknowledges Tim Kochis for his role in the wealth management industry and as a pioneer of the CFP designation and the  Financial Planning Standards Board.
Chicago Tribune 09/29/2009 Investors wonder whether stocks or bonds better for long-term growth
Los Angeles Times 09/29/2009 Market revival pushing
San Francisco Chronicle 09/27/2009 Movers and Shakers
Wall Street Journal 09/22/2009 Practice Management: Firms Look to Merger to Solve Succession
Dow Jones 09/22/2009 Practice Management: Firms Look to Merger to Solve Succession
San Francisco Business Times 09/18/2009 Boutique Firms Tout Their Independence
Investment News 09/13/2009 Kochis to Step Down as CEO of Aspiriant
Investment Advisor 09/11/2009 Organizational Changes for Aspiriant
Wall Street Journal 09/10/2009 STREET MOVES: Kochis To Step Down As Aspiriant Wealth Mgmt CEO
Private Asset Management 09/10/2009 Aspiriant CEO to Step Down
Investment News 09/10/2009 Tim Kochis, CEO of Aspiriant, to Step Down in November
San Francisco Business Times 09/09/2009 Aspiriant CEO Tim Kochis to Step Down
San Francisco Business Times 09/03/2009 Largest Wealth Managers in the Bay Area
Barron's 08/31/2009 The Top 100 Independent Advisors
SmartMoney 08/05/2009 Practice Management: Advisers Face Fears, Seek Client Feedback
Wealth Manager Magazine July/August 2009 Top Wealth Managers
Financial Advisor Magazine July 2009 FA 2009 Independent RIA Ranking
Investment News 06/01/2009 The RIA Giants: Top 50
Investment News 05/31/2009 Independent advisory firms' outreach pays off for some
Investment Advisor 05/01/2009 25 Most Influential People 2009 - Tim Kochis
Registered Rep 05/01/2009 Linda Fitz, Outstanding Advisor 2009
CNBC 03/05/2009 Forecasting Economic Recovery
Financial-Planning.com 03/01/2009 Municipal Aid
New York Times 02/26/2009 Cracking the Code as Tax Changes Loom
Forbes.com 02/26/2009 Oil: How Low Can It Go?
Forbes.com 02/19/2009 Retailers of Last Resort?
Forbes.com 02/18/2009 Why The Street Hates Geithner
Forbes.com 02/12/2009 Don't Panic, The Market Will Come Back
Forbes.com 02/09/2009 Intelligent Investing Panel Bio
Forbes.com 02/09/2009 Defense Stocks Restock
Forbes.com 02/03/2009 Short Regional Banks
Investment Advisor 02/01/2009 How They're Coping
CNBC 01/28/2009 Dow's Winning Streak
Los Angeles Times 01/11/2009 Which Way Do We Go From Here?
Wall Street Journal 01/05/2009 Alternatives Route Was Tough
Yahoo Finance 01/05/2009 Re-evaluating Your Retirement Game Plan
San Francisco Chronicle 01/04/2009 Figuring Out When the Recession Might End
San Francisco Business Times 01/02/2009 Glimmers in the Gloom
Investors Business Daily 12/23/2008 How You Can Avoid Ponzi Schemes
Kipplinger 12/18/2008 Don't Get Burned by the Next Bernie Madoff
Infovest21 December 2008 Wealth Manager/Financial Planners in the Madoff Environment
US News & World Report 12/16/2008 5 Ways to Avoid a Ponzi Scheme
InvestmentNews 11/30/2008 Fast Mover Profile: Tim Kochis
Financial Advisor Magazine October 2008 Independent Powerhouse
New York Times 10/23/2008 How to Cope With Plunging Portfolios
Barron's 08/18/2008 Best of the Indies: Top 100 Independent Financial Advisers
InvestmentNews 07/21/2008 Tiger 21 and IPI cultivate wealthy - for profit
Private Asset Management 06/16/2008 Kochis Fitz/Quintile Renames Firm
Private Asset Management 06/13/2008 High-Net-Worth Leader Of The Year
InvestmentNews 06/09/2008 Marketing moves to forefront as wealth firms look to expand
InvestmentNews 06/02/2008 Aspiriant aspires to go national
San Francisco Business Times 05/23/2008 Bay Area's Top Ranked Independent Wealth Advisers
Tax Planning May 2008 Wealth Manager Changes Name
Los Angeles Times 05/20/2008 For what ails the well-helled, Aspiriant hopes to get the call
Yahoo Finance 05/19/2008 Kochis Fitz/Quintile Adopts New Name
Centredaily.com 05/19/2008 Kochis Fitz/Quintile Adopts New Name
The Earth Times 05/19/2008 Kochis Fitz/Quintile Adopts New Name
LA Business Journal 05/19/2008 Wealth Manager Changes Name
San Francisco Business Times 05/19/2008 Kochis Fitz/Quintile changes name to Aspiriant
Financial Advisor Magazine 05/19/2008 Kochis Fitz Quintile Becomes Aspiriant
Private Wealth Magazine April/May 2008 Expect Unexpected
Financial Advisors Magazine April 2008 Why Aren't We There Yet?
Global CEO April 2008 Meet the CEO
Berkshire Capital 03/31/2008 2008 Investment Management Review
Registered Rep 03/01/2008 America's Top RIAs
Wall Street Journal 02/04/2008 The Pro's Advice
Marketwatch.com 01/20/2008 Donor-advised funds give advantages to charities and taxpayers
Dow Jones News Wire 01/15/2008 Tips for Effective Client Meetings
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