WOW Event: Discovering Purpose
WOW Event: A Story of Discovering Purpose Thursday, April 25, 2019 Speaker: Michelle Wulfestieg Executive Director, Southern California Hospice Foundation In April, our Women of Wisdom had the privilege of listening to Michelle Wulfestieg speak
Finding Your Way on the Road to Retirement
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
Rhonda Speaks at the CFAOC Inaugural Wealth Management Symposium
On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the
Market Update: Separate Signals from Noise
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
Not Every Slowdown Is a Recession
By Benjamin Lau, CFA, Chief Investment Officer I dislike generalizations like “the market,” but last year deserves an exception. In 2018, every market was down, and the best investment was cash. Stocks at home and
Happy Holidays! May Your Gifting Be Tax Efficient
By Christpher Whitaker, CFP, AIF ‘Tis the season! The tryptophan from overloading on turkey is finally wearing off, holiday decorations are getting lugged in from the garage and your annual planner is nearing the last