Charitable gifting is a powerful way to support causes you care about while also benefiting from the positive financial and tax implications associated with it. To get the most out of your charitable giving, it's important to explore advanced strategies that can help you maximize your impact and minimize your
The Federal Reserve made a unanimous decision to increase the federal funds rate by 25 basis points yesterday, resulting in a range of 4.75% to 5%, the highest since 2007. Prior to the meeting, there was much debate on the direction of interest rates due to the financial sector's recent
Good Afternoon, Spring Equinox is upon us, with the first day of Spring starting on March 20, 2023. The days will be longer and, hopefully, we’ll start to enjoy some warmer weather here in Southern California. I recently wrote an article for Financial Poise discussing the importance of remaining calm
Our CIO, Benjamin Lau, was recently interviewed by Investor's Business Daily. In this interview, Ben shared his top picks for passive investment opportunities in the current economic environment. Click on the image below to read the full article. By clicking on this link, you will be directed to a third-party
One of the most closely watched economic data points is the state of the job market here in America. It’s one of the most personal ways we measure how well we think the economy is performing. When a friend or family member losses their job or gets a new job,
One of the strongest rallies for the U.S. dollar in the last 20 years appears to have finally lost its steam. For the month of November, the U.S. Dollar, as measured by the ICE U.S. Dollar Index (DXY), fell by a little over 5%. This downward move marked the largest
Last Monday, November 21, I participated in a live interview on CNBC’s Worldwide Exchange with host Dominic Chu. You can click on the image below to watch the recording, where I discuss Apriem's views on short-term investments, investing opportunities, and our market strategy. Our next webinar is
The holiday season is in full swing. For many people, this typically entails spending time with family and catching up with friends. For investors, this holiday season means assessing the state of consumer balance sheets. Retail sales are a reliable indicator of this and one that should be closely monitored
Finally! After months of aggressive interest rate increases, the Fed might be making some headway to lower inflation. Last week’s Consumer Price Index (CPI) report for October finally showed that inflation is starting to cool substantially. Truth be told, inflation has been coming down all summer now, but it just
Any uncertainty around monetary policy shifts were answered last week at the Federal Open Market Committee’s policy meeting. With that done, investor’s attention now pivots to Tuesday’s midterm elections. The outcome in the race for the house and senate will set a tone for any changes in the current legislative
