Global stocks are lagging behind U.S. shares, illustrating how investors’ faith in the domestic economy continues to drive a growing divergence in financial markets. Despite expectations that cheaper parts of the market will narrow the yearslong gap, investors remain willing to pay a premium for domestic assets. The trend shows how steady consumer spending
FOR IMMEDIATE RELEASE— IRVINE, California – October 15, 2019– the Orange County Business Journal, partnered with OneOC and Points of Light, has recognized Apriem Advisors as a 2019 Civic 50 Honoree. Apriem Advisors, along with 49 other firms, was chosen as the 50 most community-minded companies, known as the Civic 50. Civic 50 Orange County,
Earlier this year, our team assembled 250 school kits to be distributed to children in need for the upcoming school year as well as 250 hygiene kits for people impacted by natural disasters, homelessness, or poverty. We closed the office early and everyone participated. Our staff enjoyed writing encouraging notes and giving confirmation
On October 3rd, Apriem Advisors held our tenth Women of Wisdom (WOW) event of the year and the final topic of 2019 was “Protecting Your Identity!” We felt so fortunate to have Kara Suro, VP of Charles Schwab Fraud & Senior Vulnerable Investigations Team as our keynote speaker. The teams
On September 28th, Apriem Advisors joined an intimate group of 40 generous attendees of the Southern California Hospice Foundation (SCHF) annual fundraiser coined “Cakebread & Candlelight”. Held at the Bungalow in Corona del Mar, guests enjoyed a decadent 5 course meal paired with Cakebread Wines. SCHF is currently raising funds for the 2021 launch
On September 21st, Apriem Advisors joined the more than 400 generous attendees of the Families Forward 35th Anniversary Gala held at Pasea Hotel in Huntington Beach. The Havana Nights-themed fundraiser raised nearly $600,000 to support the Families Forward’s mission to prevent and reduce homelessness in Orange County. The
On Thursday, September 12th, our Women of Wisdom attended an Investments 101 seminar hosted by members from our very own investment team: Ben Lau – Chief Investment Officer, and Alan Ahmatovic – Financial Analyst. During the presentation, Ben & Alan walked through the fundamentals of the broad asset classes (stocks, bonds,
Speaker: Michelle Stone, Outreach Coordinator HICAP Orange County On Thursday, August 22nd our Women of Wisdom enjoyed a catered lunch from Monkey House Café as they listened to Michelle Stone from HICAP (Health Insurance Counseling and Advocacy Program) present on Medicare benefits. Despite being around for 54 years, Medicare is still a formidable topic
The Association of Fundraising Professionals has announced recognition of Apriem Advisors as a 2019 'Outstanding Small Business' honoree at the 34th annual National Philanthropy Day Awards Luncheon on Thursday, November 14, 2019 at the City National Grove of Anaheim. Produced by the Orange County Chapter of the Association of Fundraising Professionals, National Philanthropy Day has
Annually, Charles Schwab conducts its benchmarking study to gather data in the financial industry. For the 2019 survey, released in July, 1,300 RIAs representing more than $1 trillion in assets participated. The bottom line results revealed that RIAs are doing very well in the current market environment. Apriem's President, Rhonda Ducote shared with Financial Advisor