Apriem In The News

Apriem’s CIO Featured in Orange County Business Journal

Our CIO, Benjamin Lau, wrote an article that was featured in the Orange County Business Journal. Here's an excerpt of the article: "Many of you look at your portfolios and some even have maintained elaborate spreadsheets of each accounts' balances, every day. But the more you stare at your portfolio

2020-07-07T22:58:19+00:00July 6th, 2020|Apriem In The News, Press Releases|

Apriem’s VP named to InvestmentNews’ 2020 40 Under 40 List

InvestmentNews has recognized Jennifer Olson, CFA, CFP®, CIPM, AIF® as a 2020 40 Under 40 Honoree. Ms. Olson was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. InvestmentNews’ 40 Under 40

2020-06-30T23:14:32+00:00June 29th, 2020|Apriem In The News, Press Releases, WOW|

Apriem’s President on the Cover of Orange County Business Journal

Our President, Rhonda Ducote, was featured on the cover of Orange County Business Journal in their special issue, "Securing Your Wealth During Covid-19." Here's an excerpt of the interview: "We are seeking to find the best opportunities in large American corporations that have strong competitive advantages and generate substantial amounts

2020-07-06T22:05:03+00:00June 28th, 2020|Apriem In The News, Press Releases|

Apriem Advisors President Honored for Dedication to Nonprofit

Our President, Rhonda Ducote, was honored with the Oliver Halsell Care Award for her ongoing support and fundraising for the Southern California Hospice Foundation. Here's an excerpt of the interview: “We work with high-net-worth individuals and we go very deep in our discussions with them; we get to know our

2020-06-29T16:32:06+00:00June 24th, 2020|Apriem Cares, Apriem In The News|

Apriem Female Leaders nominated as Top Women In Business in Orange County

Rhonda Ducote, AIF® President/Principal Rhonda has climbed the ranks in the financial industry over a 25-year period from a client service representative to Apriem’s President. Her leadership has propelled the firm to over $750 million in assets under management and opened two new offices in San Diego and Los Angeles Counties.

Finances in Divorce: Dealing with Transition

Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate

2020-04-20T21:26:00+00:00April 14th, 2020|Apriem In The News, Newsroom, Press Releases, WOW|

Advisor Grabs Three Opportunities While Others Panic

Worries are piling up on investors' minds: a pandemic, elections, the Fed, trade war and the coronavirus stock market crash. But while others panic, Alan Ahmatovic, CFA, financial analyst of Apriem Advisors sees opportunity. Here's an excerpt of the interview: “There will likely be a lot more volatility than investors

2020-04-08T20:18:55+00:00April 6th, 2020|Apriem In The News, COVID-19, Market Update|

Stock Market Meltdown Amid Covid-19 Fears

Stocks are falling faster than they did during the financial crisis, the crash of 1987 or the Great Depression. Investors are retreating from corporate bonds at the swiftest pace ever. Our Chief Investment Officer commented on the swings in stocks: “'It is jarring,' he said. 'It’s not like it’s down

2020-04-23T19:53:14+00:00March 23rd, 2020|Apriem In The News, COVID-19, Market Update|

U.S. Stock Optimism and Valuation Trade

  Global stocks are lagging behind U.S. shares, illustrating how investors’ faith in the domestic economy continues to drive a growing divergence in financial markets. Despite expectations that cheaper parts of the market will narrow the yearslong gap, investors remain willing to pay a premium for domestic assets. The trend shows how steady consumer spending

2019-11-04T21:17:39+00:00November 4th, 2019|Apriem In The News|