Tearing Down the Pink Wall

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

2019-06-03T19:29:04+00:00May 30th, 2019|Newsroom|

Finding Your Way on the Road to Retirement

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.

2019-05-16T00:00:10+00:00May 15th, 2019|Newsroom|

Happy Holidays! May Your Gifting Be Tax Efficient

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

2018-12-17T23:35:27+00:00December 12th, 2018|Newsroom, Wealth Planning|

Opportunity Knocks? IRS Clarifies Tax Benefits to Investing in Low-Income Zones

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? 

2018-11-01T17:20:13+00:00October 22nd, 2018|Newsroom, Wealth Planning|

Join Apriem Advisors: We’re Hiring!

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

2018-11-01T17:20:14+00:00October 9th, 2018|Around The Office, Newsroom|

ExxonMobil Pension Interest Rate for Q4 2018

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

2018-11-01T17:20:15+00:00July 31st, 2018|Newsroom, Wealth Planning|

Apriem Advisors Never Ever Gives Up with the Jessie Rees Foundation

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

2018-04-16T18:55:09+00:00April 11th, 2018|Newsroom|