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