Year-End Giving Year-End Giving: Maximize Impact and Align Your Legacy As we approach year‑end, many families turn their attention to charitable giving. Well‑considered gifts can support meaningful causes, reflect your family mission, and complement your broader financial plan. For families focused on legacy, multigenerational impact, and thoughtful stewardship,
Wealth Conversations That Build Stronger Families Whether a family is planning for college expenses, future home purchases, or future wealth transitions, one thing is clear: the strongest financial plans involve the next generation, not just the current one. At Apriem Advisors, we believe that multigenerational wealth is more than
Introducing our Women of Wisdom Financial Education Series Financial Education Created by Women, For Women Dear Women of Wisdom, For more than 30 years, I’ve had the privilege of walking alongside women as they navigate life’s biggest financial decisions — career changes, caring for aging
Pickleball & Personal Finances Pickleball & Personal Finance: A Winning Combination As many of you may know, pickleball has taken the country by storm and has become one of the fastest growing sports. What started as a backyard pastime has evolved into a nationwide phenomenon, with new courts
A Lesson In Wealth For The Younger Generation The Man In The Car Paradox: A Lesson In Wealth For Younger Generations The other day, I was driving with my 6-year-old son, Colt, when we pulled up next to a bright red Ferrari at a stoplight.
Market Update Market Update: 5 Insights on Navigating Market Volatility After a period of relative calm, volatility has come roaring back. Since the April 2nd tariff announcements, the S&P 500 has clocked average daily swings of over 5%, marking one of the most volatile stretches
My wife and I have two young children and something that keeps me up at night is what does the fiscal and monetary landscape look like for them when they grow up? How do they get ahead of a rapidly expanding money supply, runaway national debt, and potentially fiscal policy-dominated future economy? The best
In today’s economy, it seems the average time spent working for a company is five to seven years before moving onto another company. Although it may surprise you, there are still many people who have worked at the same company for several decades. Many of the clients we serve have been working at the
Apriem's Vice President of Wealth Management, Landon Yoshida, CRPC®, AIF®, was interviewed by Chris Latham, Managing Editor of Wealth Solutions Report. Wealth Solutions Report is a digital media company that provides cutting-edge insights, analysis, and commentary on the most relevant issues that are shaping the future of wealth management. In the piece, Landon describes
Apriem's Financial Planner, Megan Schwab, CFP®, AIF®, wrote an article in Financial Poise on the impact a divorce has on the family finances and how women can take steps to feel empowered in their finances during a very tumultuous time. Here's an excerpt from the article: Just like any major life