The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 is a law designed to accomplish a few big goals for the American worker including encouraging more retirement savings, enhancing retirement plan rules for those over age 60 and retirees, and providing additional opportunities for surviving beneficiaries and students. It is a
Good Afternoon, I hope you had a pleasant holiday season and were able to celebrate with your friends and family. This past year was full of events. We started off the year with launching the James Webb Space Telescope to orbit the sun. The 2022 Beijing Winter Olympics went off
Good Evening Valued Clients, Friends & Family, Another year has passed, another year has come. We truly appreciate your support throughout 2022 and look forward to serving you in the coming year. All of us at Apriem Advisors wish you and your family the best for a healthy and prosperous 2023. Below are our
Good Evening, All of us here at Apriem Advisors wish you and your family a happy and healthy holiday season. We are reminded of how lucky we are to have and serve amazing clients like you and are grateful for your continued support during a turbulent year. The market has
Good Afternoon, It’s been a little chilly lately and seems like it has created some thin ice and not just on the lakes and streams. Ice is forming all around the country with winter storms rolling into many states. No one is safe from the cold-front as FTX Founder, Samuel
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
