Plan Adviser discusses the promotion of Apriem's Landon Yoshida to principal and vice president of wealth management. Below is an excerpt: "Apriem Advisors, an Irvine, Calif.-based wealth management firm, has promoted Landon Yoshida, CRPC, to principal and vice president of wealth management. He leads the firm’s Refinery Retiree Practice, serving current or soon-to-be retirees from ExxonMobil’s refinery
The Orange County Register discusses Apriem's Industrial Retiree Services as it expands under principal and vice president of wealth management Landon Yoshida. Below is an excerpt: "Apriem vice president of wealth management, Landon Yoshida, leads the firm’s Industrial Retiree Services, which is fueled by current or soon-to-be retirees from ExxonMobil’s refinery operation in Torrance, now
Apriem President Rhonda Ducote discusses middle-women and how women in wealth management can be an asset to advisory firms and clients alike. Below is an excerpt: "Before the next generation inherits these assets, it will be in the hands of Baby Boomer women who, after their husbands pass away, suddenly control massive amounts of wealth.
Apriem Chief Investment Officer Bejamin Lau discusses the timing of bond investments and how that impacts shareholder payouts. Below is an excerpt: "I recommend staying away from open-ended bond funds with no maturity," said Benjamin Lau, co-chief investment officer at Apriem Advisors in Irvine, California. "The constant rotation of bonds in the portfolio makes it difficult
Apriem's Founding Principal and Chief Wealth Manager Harmon Kong has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship awards. Below is an excerpt of a special section where he was featured: Under Kong's leadership, the Irvine-based independent, registered investment advisory firm has more than $500 million in assets under management and works
Apriem's Landon Yoshida reflects on his career and shares the secrets of his success in American Funds' publication Capital Ideas. Below is an excerpt: “You have to be willing to go through tough times to build your brand,” Yoshida says. “It takes time, but I love the people I work with, and hard work wins.”
Apriem's Chief Investment Officer, Benjamin Lau, CFA, discusses the significance of the Dow Jones Industrial Average passing the 20,000-point mark. Below is an excerpt: It is our job as stewards to help clients see through the short-term emotions and focus on the client’s goals. That is especially important at market tops and market bottoms. For
Apriem's Senior Financial Analyst, Jennifer Necir, CFA, comments on the state of the market and the economy at large as futures are buoyed by earnings growth, employment and expectations of inflation. Below is an except: Stock fundamentals, which set the stock price in the long run, are getting better as evidenced by positive earnings growth. Consequently,
The Wall Street Transcript published the full interview recently given by our Chief Investment Officer, Benjamin Lau, CFA. Below is an excerpt. Post election, you are really talking about what sectors, what’s in the market that are going to do better or worse during the Trump presidency. And it’s not just the Trump presidency, it’s
Forbes featured Apriem’s analysis of IBM as one of its top seven stock tips for 2017. Below is a short excerpt. IBM is a turnaround story. “Big Blue” is transforming its business to meet the needs of the new era of cloud, mobility, security, and artificial intelligence. IBM’s transformation had begun to show some
