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
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.
