Last Wednesday, October 12th, the Apriem Investment Team and I hosted a very timely Market Update Webinar. We discussed how our portfolio strategies are structured to lean on quality, allocation, and research to support your portfolio during a recession. We also answered clients’ frequently asked questions on market timing, inflation, bonds, commodities, and ESG (environmental, social, and governance) investing, among others. If you could not join us last week, we have now posted a replay to our YouTube channel.

As we are now in the last quarter of 2022, we encourage you to call our office toll-free at (888) 253-0288 to schedule a meeting with your Wealth Manager to update your financial plan or review your portfolio.

Our next webinar is on “Planning Ahead: Preparing for the Loss of a Loved One” with Tiffany K. Chiu, Esq., and will take place on Wednesday, November 30, 2022, at 1 pm PST. Click here to register and learn more.

Benjamin Lau, CFA
Chief Investment Officer & Principal

Disclosures:
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, 2B and CRS at any time.
All charts and data from Bloomberg unless otherwise indicated.
The information provided in this report should not be considered a recommendation to purchase or sell any particular security. There is no assurance that any securities discussed herein will remain in an account’s portfolio at the time you receive this report or that securities sold have not been repurchased. Past performance is no guarantee of future results. The reader should not assume that investments in the securities identified were or will be profitable.
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