The Secure Act

Roughly two years after the wide sweeping Tax Cuts and Jobs Act comes yet another round of substantial reform! The goal of this article is to add more quick-hit details geared towards our more affluent clientele than the average SECURE Act article you may read in the paper. There will be additional articles where

2020-01-16T18:33:48+00:00January 15th, 2020|Newsroom|

Schwab IMPACT 2019

On the week of November 4th, a five-person team of Apriem Advisors attended the Schwab Impact 2019 Conference at the San Diego Convention Center. The team included: Rhonda Ducote, AIF®, President / Principal Benjamin Lau, CFA, Chief Investment Officer/Principal Landon Yoshida, CRPC®, AIF®, Vice President, Wealth Management & Principal Christopher Whitaker, CFP®, AIF®, Financial

2020-01-24T22:59:38+00:00January 9th, 2020|Around The Office, Newsroom|

Apriem Hosts UCI students during the 2020 Economic Update

On October 23, 2019, Apriem attended the 2020 Economic Forecast hosted by the Chamber Newport Beach and UCI Paul Merage School of Business. The speakers discussed about an outlook of a benign economic growth without a recession in the next 12 months. They highlighted the positives and negatives of 2020 such as employment growth

2019-10-30T23:53:58+00:00November 18th, 2019|Apriem Cares, Newsroom|

Apriem Cares: NEGU brings JoyJars to El Salvador!

Apriem Advisors was founded on the vision of giving client’s the opportunity to live a life of significance beyond their success. In the same way, Apriem strives to encourage this value in the lives of their employees. One way this is done is through encouraging employees to participate in their charitable arm, Apriem

2019-10-30T23:30:28+00:00November 11th, 2019|Apriem Cares, Newsroom|

Apriem Attends PIMCO Wealth Management Forum 2019

Apriem Portfolio Administrator, Matt Kawashima, recently attended the annual PIMCO wealth management forum where he heard from legendary bond managers like Dan Ivascyn and Mark Kiesel. The forum included dialogue about Dan Ivascyn’s (Group CIO) secular view on income investing in today’s environment, an emphasis on investing in high quality bonds with Mark Kiesel

2019-10-28T21:29:22+00:00October 28th, 2019|Market Update|

World Vision Builds 500 Kits at Apriem HQ

Earlier this year, our team assembled 250 school kits to be distributed to children in need for the upcoming school year as well as 250 hygiene kits for people impacted by natural disasters, homelessness, or poverty. We closed the office early and everyone participated.  Our staff enjoyed writing encouraging notes and giving confirmation

2019-10-23T23:24:18+00:00October 14th, 2019|Apriem Cares, Newsroom|