Apriem's COVID-19 Resource Center As concerns about the spread of the coronavirus disease (COVID-19) continue to develop, Apriem Advisors remains fully functional and prepared to provide continuity of business as the environment around us evolves. We will continue to conduct virtual client meetings via phone and GoToMeeting. Check out our dedicated Covid-19 Resource page for our weekly updates.
Why Have International Stock Exposure? While U.S. stocks may have been the place to be over the past decade, past performance can never guarantee future performance. Based on established research and observations, evidence shows that allocating to a globally diversified equity portfolio offers improved, risk-adjusted returns over the long-term.
Finances in Divorce: Dealing with Transition Developing news headlines reveal that Covid-19 is out to claim another victim – marriage. While no one plans for divorce, sometimes life just throws curve balls our way, such this pandemic. Here is a timely article published this week in Financial Poise magazine written by our president Rhonda Ducote about seamlessly protecting assets in divorce.
WOW Event: Let's Talk Taxes In February 12, we kicked off Women of Wisdom (WOW) event on the topic of taxes. Eddy Cheung, CPA, discussed new tax laws, the efficient use of various investment accounts, and the importance of helping the next generation through gift and inheritance.
Disclosure: Advisory services offered by Apriem Advisors ("Apriem"), a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Apriem Advisors or any person associated with Apriem Advisors has achieved a certain level of skill or training. Apriem Advisors may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. For complete information about our firm, please refer to our Form ADV Part 2A and 2B at any time.