Good Afternoon Valued Clients, Friends & Family, I love this time of year, the cold weather, the holiday lights, gathering with friends and family, and the many activities around the holidays which bring us closer together. One activity that my husband and I enjoyed was seeing Andrea Bocelli perform with
Good Afternoon Valued Clients, I hope everyone enjoyed their Thanksgiving weekend and was able to spend time with their friends and family. The world has been on center stage this week with continuing protests in Iran and China. Also, all eyes were on the soccer pitch when USA took on
Good Afternoon Valued Clients, Friends and Family, As we head into the holiday weekend, all of us here at Apriem are so thankful for your continued support and confidence throughout the year. We wish you and your loved ones a safe and happy holiday. Please note, that our offices will
Good Afternoon Valued Clients, Friends and Family, I hope everyone is having a great week. Since we are in the season of giving, I thought it would be timely to provide you with an article that I wrote, featured in an issue of Financial Poise Magazine, titled: "Using Your Assets for Good:
Good Afternoon, I hope everyone is enjoying the nice cool weather and stayed safe from the much needed rain. Congratulations to the Houston Astros for winning the World Series last Saturday. It has been a busy week with the mid-term elections on Tuesday, the markets’ reaction to the election and
Good Afternoon Valued Clients, Friends and Family, I hope you had a great Halloween handing out candy or trick-or-treating. We had fun here at Apriem with everyone dressing up as characters from the TV show Schitt’s Creek. This show was based on an affluent family who is forced to move
Good Afternoon, October flew by and I can’t believe Halloween is already next week. Last weekend, my husband, our son, his fiancée, and I went to Oktoberfest in Anaheim and enjoyed some great beers and food. Baseball post-season has been exciting with the San Diego Padres and New York Yankees
Good Afternoon Valued Clients, Friends and Family, Last weekend the Dodger’s had a swing and a miss knocking themselves out of the playoffs losing to the Padres, disappointing many Dodger fans who expected them to go all the way. It was also a swing and a miss with England’s Prime
Good Afternoon, I hope everyone is having a nice week and enjoying the cooler weather. We are on the last lap of the year. That means it is time to look and make sure that you are prepared for any year-end giving, have taken your required minimum distribution if required
Good Afternoon Valued Clients, Friends and Family, Happy October! I love this month with the fall weather, Oktoberfest and of course, Halloween. Lots of tricks and treats for the first few days of the month. This past week Apriem received some exciting news being named on the CNBC FA 100
