Apriem President, Rhonda Ducote, has been nominated for the Orange County Business Journal's Woman of the Year Award. An excerpt of the announcement is below: "Rhonda Ducote's leadership has helped propel the investment advisory firm to more than $650 million in assets under management at the fastest growth rate for a firm its size in
Rhonda Ducote, President of Apriem Advisors, urges investors to remain calm in the face of stock market fluctuations in her latest column for Financial Poise. An excerpt is below: "Stock market volatility isn't a new concept, especially for baby boomer women....However, with headlines proclaiming catastrophic loses and record point drops for popular indices such as
Apriem's Chief Investment Officer, Benjamin Lau, on the pros and cons of investing in Target with U.S. News & World Report. Below is an excerpt: "The company's online business has seen some strong growth, at 20 to 30 percent in the past few quarters, but it remains a small fraction (less than 5 percent) of
Apriem's Founding Principal and Chief Wealth Manager, Harmon Kong, has been nominated for the Orange County Business Journal's Excellence in Entrepreneurship Award. An excerpt of the announcement is below: "Harmon Kong and his partner, Mark Iwamoto, co-founded Apriem Advisors (formerly Iwamoto Kong Wealth Management Group) in 1998. Together with his leadership team, Kong has
Benjamin Lau, Apriem's Chief Investment Officer speaks to Starbucks' thriving presence in the Asia-Pacific region with The Street. Below is an excerpt: "On average, margins there are lower than in the U.S., Benjamin Lau, chief investment officer of Apriem Advisors told The Street, 24% versus 27%. Lau said Starbucks will try to life those Chinese
Apriem's Chief Investment Officer, Benjamin Lau, joins The Street to discuss the likelihood of Amazon purchasing Target and how the offline retailer may see favorable tax rates in 2018. Below is an excerpt: "Amazon already raised its debt to $40 billion in 2017 from a previous $20 billion - in part due to buying Whole
Apriem Senior Analyst, Jennifer Olson, discusses Walmart's growth strategy for 2018 with The Street and why investors could see huge returns. Below is an excerpt: "Walmart's most recent dividend was 51 cents a share, an amount that may rise 5% in light of the new tax law, said Jennifer Necir Olson, a senior financial analyst,
Apriem's President, Rhonda Ducote, reviews some of the many ways women can share their good fortune with charitable giving. Below is an excerpt: "There are many ways to plan for using your assets for good that range from simple to highly complex. Each method of giving has different tax implications, something that any woman looking
Apriem's Chief Investment Officer Benjamin Lau and Reuters TV's Fred Katayama discuss 'net neutrality' and the Federal Communications Commission's plan to repeal recent regulations. Here is an excerpt of Ben's commentary: "Netflix, Amazon Video, YouTube. They consume about 60 percent of the bandwidth that American's use and that is a huge share. So I think
Chief Investment Officer Benjamin Lau sat down with the Orange County Business Journal to discuss the local artificial intelligence company with soaring shares, Veritone. Below is an excerpt: "Lau likes the fact that Veritone is in a hot space like artificial intelligence and that its management has proven itself before. But Lau sees Citron's point
