Rhonda Ducote returns to Financial Poise and lends advice on how to avoid family strife while divvying up assets for inheritance. Below is an excerpt: "For Baby Boomer women, who are uniquely positioned as stewards of the largest wealth transfer in human history, minimizing squabbles and resentment between their children over inheritance is a high
Chief Investment Officer Benjamin Lau discusses Amazon and Microsoft's partnership and takes a bullish stance on industrials with Reuters TV's Fred Katayama. Here is an excerpt of Ben's commentary: "I think Amazon is trying to form another partnership to really try to secure more dominance for Alexa. Doing a deal with Cortana and Microsoft really
Our Senior Analyst, Jennifer Olson, CFA, CFP®, discusses the various factors causing defense stocks to 28 percent year-to-date rise. Below is an excerpt: “Olson points to proposed military expansion as reason to be bullish, especially when placed in context of global current events. 'Heightened geopolitical tensions across the world, international terrorist attacks, as well as
Apriem President Rhonda Ducote discusses the long-term financial implications of divorce and remarriage and how women can empower themselves during these times of change. Below is an excerpt: "In both cases, divorce and remarriage, updating financial documentation is of the utmost importance. Be sure to use precise language when updating your estate plan, dividing your
Apriem founder Harmon Kong discusses the firm's recent expansion and new office in La Jolla, California with the San Diego Business Journal. Apriem also opened an office in Torrance, California. Below is an excerpt: "With personal service as our primary objective, these new locations provide us wiht the regional footprint we need for our growing
Apriem's Jennifer Olson, CFA, CFP®, discusses United Technologies' growth trajectory for the second half of 2017 into 2018 with Forbes. Below is an excerpt: "After some delays with their latest Pratt engine in 2016, I see order deliveries picking up substantially,” said Olson. “After delivering only 136 of their latest engines last year, Bloomberg estimates
Apriem Advisor's has been named one of the top 300 registered investment advisers in the United States by the Financial Times. The Orange County Business Journal reports on Apriem's achievement. Read an excerpt: "Four Orange County-based firms made the Financial Times' fourth annual list of teh top 300 registered investment advisers in the United States.
Apriem Advisors is one of the first-class registered investment advisory (RIAs) firms to make Financial Times' (FT) 300 list. The fourth edition of the FT 300 assesses RIAs on desirable traits for investors and firm achievements including assets under management, asset growth, industry certifications, SEC compliance record and accessibility. Below is an excerpt: "The formula the FT
Benjamin Lau, our CIO, discusses the potential for a mid-June rate hike from the Federal Reserve and how the economy is improving with Reuters' Aleksandra Michalska. Below is an excerpt: “Right now we are pretty much near the end of earnings season and there is about a two week lull between now and when the
Our CIO, Benjamin Lau, Skyped into Reuters TV’s daily market report on June 1 to discuss the ADP Employment Report and Auto Sales data and how these numbers are lifting Wall Street. Here is a snippet of Ben’s commentary: “After today's good numbers with ADP, with ISM and also from today's auto sales numbers, it
