Jennifer Olson on Why Facebook Wins the “Smartphone Revolution” (US News & World Report)
U.S. News & World Report surveyed analysts to determine seven ways to invest in smartphones. Apriem's Jennifer Necir, CFA, CFP®, provided valuable insight into the social media leader Facebook and its advertising revenue. Below is
Rhonda Ducote on Financial Literacy and Changing Family Dynamics (Financial Poise)
Apriem President Rhonda Ducote discusses the increasingly common situation that puts women at the forefront of financial decision making unexpectedly and how advisors can successfully navigate these circumstances. Below is an excerpt: "As the baby
Apriem on Forefront of Movement Toward Working with Women Investors (Financial Advisor Magazine)
Apriem President Rhonda Ducote comments on how to empower female clients and the Women of Wisdom program. Below is an excerpt: “Rhonda Ducote, the president/principal of Apriem Advisors in Irvine, Calif., started her firm’s Women
Benjamin Lau Discusses What To Look for in Apple’s Quarter (Reuters TV)
Our brilliant CIO, Benjamin Lau, Skyped into Reuters TV’s daily market report on May 1 to discuss what he’s looking for in Apple’s Q1 earnings announcement. Here is a snippet of Ben’s commentary: "Apple is
Small Businesses Could See Big Payoffs (Small Business Trends)
Apriem Co-Chief Investment Officer Bejamin Lau comments on the Trump Administration's proposed tax cuts and how they could potentially provide a boost to small businesses. Below is an excerpt: “Most small businesses struggle with transition planning.
Rhonda Ducote Nominated for Women in Business Award
Apriem’s President Rhonda Ducote has been nominated for the Orange County Business Journal’s Women in Business awards. Below is an excerpt of a special section where she was featured: Rhonda Ducote has been passionately serving as