Portfolio Construction Series Part 1 – Building Blocks of Portfolio Management
Apriem Welcomes 2020 Summer Interns
2020 Summer Finance Interns This year's internship looked a little different due to Covid-19, but our 2020 interns made the most of it! The Apriem teams applauds their willingness to adapt while engaging with us over these past few weeks. Let's meet our interns: Cade Covarrubias: Cade will be a senior at the University of
Finances in Divorce: Dealing with Transition (Financial Poise)
Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate
Stock Market Meltdown Amid Covid-19 Fears (Wall Street Journal)
Stocks are falling faster than they did during the financial crisis, the crash of 1987 or the Great Depression. Investors are retreating from corporate bonds at the swiftest pace ever. Our Chief Investment Officer commented on the swings in stocks: “'It is jarring,' he said. 'It’s not like it’s down
WOW Event: Let’s Talk Taxes
On February 12, we started our first Women of Wisdom (WOW) event of the year on the topic of taxes. Our Women of Wisdom spent the afternoon with Eddy Cheung, CPA, as he discussed new tax laws, the efficient use of various investment accounts, and the importance of helping the
New Baby Checklist: 7 Ways to Get Your Finances Ready
By Christopher Whitaker, CFP®, AIF®, Financial Advisor 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,
Apriem Wellness Day 2019
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
Apriem Hosts UCI students during the 2020 Economic Update
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
Apriem Cares: NEGU brings JoyJars to El Salvador!
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