As the trade war continues, both stocks and treasury yields were down this week, indicating investors are concerned about current uncertainties.
With every new generation comes a new batch of opportunities – and burdens. Some, like my father “Pop,” who served his country during the Vietnam War and earned medals for the Sheriff’s Department of Los Angeles, are truly heroic. For his generation’s Millennial children, like me, we’re finding ourselves with a different set of challenges.
By Josh Garland, ChFC, Financial Advisor Every little boy growing up has a hero they look up to and want to emulate, whether it is a comic book character like Superman or a real-life figure such as a Navy SEAL or professional athlete. My hero has always been my dad - or as I call
View this email in your browser QUARTERLY NEWSLETTER Q2 2019 Apriem Cares The Apriem family has been working overtime to build meaningful and significant relationships. Our Apriem Cares initiative comes from our commitment to strengthen and empower our communities at every level. Apriem is a proud member of 100 Companies Who Care, an organization that
Q1 2019 set yet another milestone after U.S. stocks posted the highest quarterly return since 2009. Yes, the market has been great, but the new milestones – good and bad – are starting to add up. On top of the record-setting quarter, we saw the yield curve invert for the first time since 2007, as
Apriem President Rhonda Ducote and Vice President Jennifer Olson were both nominated for the Orange County Business Journal’s 2019 Women in Business Award.
Stocks have stabilized and investors are taking note, with some analysts expecting growth to continue despite a projected economic slowdown. This is driving many investors to scramble to better position themselves in the stock market. Our CIO Benjamin Lau commented on this latest trend in an article reported by The Wall Street Journal. Here is
As the stock market implodes, the general public began looking for answers online. One of the most searched for terms on Google was "yield curve inversion," a data point that investors use to predict recessions. Our CIO Benjamin Lau explains what's fueling this negative sentiment in an article reported by Bloomberg. Here is an excerpt:
By Landon Yoshida, AIF, CRPC, Vice President Wealth Management and Principal, and Laura DeVore, Financial Advisor — The first discussions we have with our clients often center around their plans for retirement. In these conversations, we talk about many topics, including their goals, concerns, wishes and fears. What financial concerns keep them up at night? “I
2019 Q1 Newsletter Founder’s Message We enter the new year with new challenges. The strong headwinds coming at us from the global economy and our own government are broad and loud, but through all the noise, the founding principles of Apriem Advisors remain unshaken. Apriem was built on client service more