Interest-ing Opportunity
In June of 2022, the U.S. hit a peak inflation rate of 9.1%. In an effort to stave off the increasing cost of goods, over the course of the year
Now vs Later?
Tax season is here, and we are often asked by clients about Roth conversions. Below is a summary of what a Roth conversion is, basic questions that come up when
Tax Time
2022 Tax Return Deadlines and News It is that time of year again when taxes are on everyone’s mind. This year the tax filing deadline is Tuesday, April 18,
Hitting Reset
Last Wednesday, January 26th, the Apriem Investment Team and I hosted a very timely Economic Update Webinar entitled “Hitting RESET” where we discussed topics such as Recession, Employment, Savings, Earnings, and Timeframe. We also covered the
The Year of Oil
“The report of my death was an exaggeration” (Mark Twain). This famous quote could have been referenced to crude oil, as many predicted its demise in the year 2020. Now