Our CIO, Benjamin Lau, CFA was Featured in the Wall Street Journal
Our Chief Investment Officer, Benjamin Lau, CFA was recently featured in The Wall Street Journal on Tesla’s addition to the S&P 500 and the possible effects it could have on volatility of passive holdings and index funds. Click below to read the article!
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2020: Lesson I've Learned
It has been a crazy time for everyone. In this weekly market update, our Chief Investment Officer, Benjamin Lau, CFA reflects on the things he has learned and re-learned in 2020.
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That's A Wrap!
Our President, Rhonda Ducote, AIF® kept in constant communication with our clients through her weekly letters. In her final letter of 2020, Rhonda reviews 2020 and looks forward to what 2021 holds.
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Virtual Connection
We have a lot of resources to keep you informed. Our social media accounts keep our clients up-to-date with the latest Apriem updates, educational webinars, featured news articles, and much more! Click below to head over to our Facebook Page!
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