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
Apriem’s co-CIO Benjamin Lau was recently featured in Yahoo discussing the growth potential of Facebook Inc. (FB). Below is a short excerpt. Facebook doesn't just own Facebook. It also owns one-time rival Instagram, which has 500 million monthly active users. Despite the large user base, Instagram doesn't contribute much to Facebook's breakneck pace of
Apriem's co-CIO Benjamin Lau was recently featured in a TheStreet.com article discussing the future of the technology sector post election. Below is a short excerpt: Some market gurus say it's not difficult to see why tech executives stayed away from Trump. "A lot of Trump's rhetoric during the campaign were hot button issues for
The Orange County Business Journal featured Apriem's Rhonda Ducote in its annual section about financial advisors. Below is short excerpt: The fiduciary rule will take effect in a few short months and when it does, the measure will greatly benefit consumers. Gone will be the days when unscrupulous brokers put their clients into investments they
