March WOW Recap: Insurance: Friend or Foe?
Our March discussion for our Women of Wisdom (WOW) was on Insurance: Friend or Foe? We all take pride in caring for our families by protecting them from harm and providing for their needs.
Investment 101: Floating Rate Loans
Historically, floating-rate loans outperform the broad bond market in flat- and rising-rate environments. Given that the Fed raised rates in December and with more increases expected in 2017, floating rate bonds can benefit from
Apriem Claims GIPS® Compliance
True to our Latin-based namesake, Apriem (meaning: exceedingly, above all, to the highest degree), we strive to provide our clients with the highest degree of service while handling all facets of their finances, helping them
Apriem Adopts Family for the Holidays
This holiday season, Apriem Advisors reached out and made a difference in the community. Thanks to the wonderful nonprofit, Casa Teresa, we were able to deliver a basket of goodies to a mom, child and
Year-End Giving Deadlines
Refer to these Schwab Charitable guidelines to help ensure your contributions are received and processed by December 31 (the IRS deadline for inclusion in your year-end tax return). *The type of securities and how quickly
November is Shredding Month!
Apriem Advisors has declared the month of November 2016: Shredding Month! With identity theft at an all-time high, we would like to help our valued clients get rid of any old papers, statements or documents