Today, we closed the office early for Apriem Cares volunteer day stuffing JoyJars® to benefit the Jessie Rees Foundation. These JoyJars® are filled with many items that will bring a smile to the face of children fighting cancer. We are able to serve as a team today and
As we finish out the month of July, we also conclude our 2023 Summer Internship Program. One of our favorite things about this time is seeing how our interns grow from the beginning of their time with Apriem to the end. We wanted to take time to share their takeaways
Our 2023 Summer Internship is underway, and we are thrilled to host four student interns for six weeks! Chance, Kevin, Liz, and Brendan are eager to learn about the finance industry and are excited to see how our departments work together to serve our clients to the highest degree. Get
It’s that time of the year again here at Apriem! Our annual Summer Internship Program has started, and every year I am reminded of how deep of a topic finance is. At this point in my career, I have been in thousands of financial reviews and planning sessions. I still
Do you remember television informercials? These programs were more than commercials. They pushed the boundaries of television while revolutionizing product advertisement. Nearly thirty minutes in length (unheard of today), these informercials captivated audiences who then turned and purchased the effectively marketed product. One of the most successful informercials promoted the Showtime
Covering Your Assets: Part 2 - SIPC Welcome back to Part 2 of Covering Your Assets. As we touched on last week, many of our clients have asked the question of how their assets are covered. While the topic is nuanced, we wanted to provide you with some information regarding the two types of
Covering Your Assets: Part 1 - FDIC In light of recent events, many of our clients have asked the question of how their assets are covered. While the topic is nuanced, we wanted to provide you with some information regarding the two types of insurance: FDIC (Federal Deposit Insurance Corporation) and SIPC (Securities
In June of 2022, the U.S. hit a peak inflation rate of 9.1%. In an effort to stave off the increasing cost of goods, over the course of the year the FOMC increased the Fed Funds Rate from 0.00% to 4.50% resulting in what has been the fastest increase to
Good Afternoon Valued Clients, Friends and Family, Today marks the 25th “Silver” anniversary of Apriem Advisors. It is hard to believe that 25 years have already gone by. A Message from the Founder, Harmon Kong: We celebrate the New Year with hearts filled with gratitude as Apriem Advisors celebrates
Apriem's President, Rhonda Ducote, wrote a piece in Financial Poise on the power of giving and how philanthropy can strategically be part of your financial or estate plan. Here is an excerpt from the profile: For many people, divvying up assets can be an opportunity to think about causes near and