Newsroom

Opportunity Knocks? IRS Clarifies Tax Benefits to Investing in Low-Income Zones

By Benjamin Lau, Chief Investment Officer A little-known proposal in President Trump’s Tax Cuts and Jobs Act (TCJA) last year included a provision that seems extremely appealing for many investors. In an attempt to encourage new investments into underdeveloped areas of America, the government is offering substantial tax benefits. Seems too good to be true, right? 

2018-11-01T17:20:13+00:00October 22nd, 2018|Newsroom, Wealth Planning|

Join Apriem Advisors: We’re Hiring!

The Apriem team is growing! We are looking for a Portfolio Admin to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are seeking a full-time support professional to assist with the day-to-day investment portfolio administration at Apriem Advisors. If

2018-11-01T17:20:14+00:00October 9th, 2018|Around The Office, Newsroom|

ExxonMobil Pension Interest Rate for Q4 2018

The pension rate for the ExxonMobil pension plan has been raised to 3.00%.   For those clients born before the year 1958, you are grandfathered under the pre-2008 lump sum plan rules. Many of you also know this to be the ‘single rate’ pension calculation. We have also posted the pension rates for ExxonMobil retirees subject

2018-11-01T17:20:15+00:00July 31st, 2018|Newsroom, Wealth Planning|

Apriem Advisors Never Ever Gives Up with the Jessie Rees Foundation

By Chris Whitaker, CFP® Apriem Advisors had the privilege of sponsoring the 7th annual Jessie Rees Foundation Gala. Driven by the mission to ensure every child fighting cancer has the support and resources to Never Ever Give Up (NEGU), the foundation focuses on the care of children in need. “We will care until there is a

2018-04-16T18:55:09+00:00April 11th, 2018|Newsroom|

Join Apriem Advisors: We’re Hiring!

The Apriem team is growing! We are looking for an Administrative Assistant/Operations Assistant to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are seeking a full-time support professional to assist with the day-to-day internal operations of Apriem Advisors. If

2018-03-29T20:07:26+00:00March 29th, 2018|Around The Office, Newsroom|

Apriem Pays It Forward with Payday Pails for U.S. Veterans

Recently, our Apriem Cares team dedicated an afternoon to one of our philanthropic partners, Working Wardrobes. We volunteered stuffing Payday Pails to support VetNet, a program that provides career training services for veterans through the Working Wardrobes Career Services Network. VetNet is a safety net for veterans focused on transitioning at-risk veterans into the civilian

2018-02-28T01:02:15+00:00February 28th, 2018|Around The Office, Newsroom|

Join The Apriem Advisors Team: We’re Hiring!

Apriem Advisors is growing! We are looking for a Financial Advisor to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are searching for an advisor with experience in the financial industry who is dedicated to being trusted partners

2017-12-18T21:53:43+00:00December 18th, 2017|Around The Office, Newsroom, Wealth Planning|