Apriem team is growing! We are looking for an Administrative Assistant 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 internal operations of Apriem Advisors. If this
June capped off a roller coaster ride for equity markets. After last year’s late declines, the S&P 500 is up over 18% in the first six months of this year. But it isn’t just the S&P 500 that’s moved higher, many other markets have experienced large rallies as well. European stocks have risen sharply, and
Summer is accompanied by a lot of positive things. Warm nights spent on the patio eating barbeque with friends and family. No more mornings spent blasting the defroster and seat heater. Ice cream being acceptable at every meal. Here at Apriem Advisors, summer also means the addition of highly skilled interns to the office. Our
The Jessie Rees Foundation focuses on encouraging kids fighting cancer to Never Ever Give Up! On May 3rd, the Apriem Team went to the JoyJar® factory in Irvine, CA to stuff JoyJars® that will be sent to patients and hospitals around the world. These fun-filled, love-stuffed JoyJars® are free to patients and
WOW Event: Nourishing the Brain for Wisdom & Wellness Tuesday, May 21, 2019 at 11:30 AM Speaker: Dr. Erica Oberg, ND MPH Integrative & Naturopathic Medicine On May 21st, we had 27 Women of Wisdom join us for a great afternoon which consisted of a delicious lunch followed by an informational talk focused on brain health.
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 working in Financial
WOW Event: A Story of Discovering Purpose Thursday, April 25, 2019 Speaker: Michelle Wulfestieg Executive Director, Southern California Hospice Foundation In April, our Women of Wisdom had the privilege of listening to Michelle Wulfestieg speak about her personal journey of discovering her purpose. She is a two-time stroke survivor, suffering her first stroke at age
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.
On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a firm
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
