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Apriem's President on the Cover of Orange County Business Journal

Our President, Rhonda Ducote, AIF® along with Co-Founder, Harmon Kong CFP®, AIF® were interviewed in the Orange County Business Journal in their special issue, “Securing Your Wealth During Covid-19.”

Volatility in the Eye of the Beholder

When market pundits use the term volatility to describe the markets, it typically has a negative connotation. In this Orange County Business Journal article, our Chief Investment Officer, Benjamin Lau, CFA explained volatility in a positive way, making investors less inclined to make emotional decisions.

Financial Planning 101: 1000 Potential Futures

Rhonda Ducote, Joshua Garland along with Financial Planner, Christopher Whitaker, CFP®, AIF® and Associate Financial Planner, Megan Schwab hosted our first ever virtual event on financial planning for the different life stages. Watch our recording here!

Webinar: Portfolio Construction Series

This is a four-part series on building a durable portfolio. Part 1 was on Asset Allocation, the blueprint of portfolio construction. Watch the recording here!

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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.
Apriem Advisors and staff did not pay a fee to participate in any of the award/list. For more details on the award criteria, please click on the article.