About a year ago, it would have been hard to believe how 2019 turned out. Worried about a slowing global economy, markets plunged during the fourth quarter of 2018. After bottoming on Christmas Eve of ‘18, stocks rebounded dramatically in 2019. Led by the dominant technology sector,
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
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
One of the main focuses of Apriem has been to improve the mental and physical wellness of our Apriem family. As such, Apriem celebrated its first annual Wellness Day to celebrate our President, Rhonda Ducote's, birthday. Wellness Day focuses on bringing our team together to encourage self-care, and incorporating
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
As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk, teaching them to talk, and then wishing
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
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
The narrative that has begun to manifest in the current market environment is that of a “window of weakness”, as PIMCO puts it. You can interpret this as heightened uncertainty in where our economy is headed. What’s outside our point of view from the window? Is there a recession around the corner? Or will
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
