By: Laura DeVore Over 75 women met and mingled at the Center Club on May 7th to hear three great speakers talk about the market, how to find a Financial Advisor, and ways to navigate all of the noise. We feasted on a wonderful meal while the panel discussed relevant information regarding how the women
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 Angeles, are truly heroic. For his generation’s Millennial children, like me, we’re finding ourselves with a different set of challenges.
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 up. On top of the record-setting quarter, we saw the yield curve invert for the first time since 2007, as
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 abroad were down, as were bonds (high- and low-quality) and commodities. Cash, as they say, was king. The downturn started
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 page of the year. It also happens to be the season for some end-of-year tax planning! One of the most
By Benjamin Lau, Chief Investment Officer A little-known proposal in President Trump’s Tax Cuts and Jobs Act (TCJA) last year included a provision that seems extremely appealing for many investors. In an attempt to encourage new investments into underdeveloped areas of America, the government is offering substantial tax benefits. Seems too good to be true, right?
By Alan Ahmatovic Just as the Green Day song goes, “wake me up when September ends!” In case you’re unfamiliar, here is a quick link to the song for some context (Youtube Link). It wasn’t just Apriem that felt this late summer lull, as investors across the globe faced lower returns and higher volatility. Some
The Apriem team is growing! We are looking for a Portfolio Admin to join our team in Southern California. At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are seeking a full-time support professional to assist with the day-to-day investment portfolio administration at Apriem Advisors. If
The pension rate for the ExxonMobil pension plan has been raised to 3.00%. For those clients born before the year 1958, you are grandfathered under the pre-2008 lump sum plan rules. Many of you also know this to be the ‘single rate’ pension calculation. We have also posted the pension rates for ExxonMobil retirees subject
By Chris Whitaker, CFP® Apriem Advisors had the privilege of sponsoring the 7th annual Jessie Rees Foundation Gala. Driven by the mission to ensure every child fighting cancer has the support and resources to Never Ever Give Up (NEGU), the foundation focuses on the care of children in need. “We will care until there is a