I invested $10,000 into Amazon (AMZN) during the Dotcom bubble. I didn't, but if I had, it would be north of $4,000,000 as of last Friday's close. At the time, Amazon was down over 90% so the thought of doing that was nonexistent. That's why November 2008 during the Great
"How can I be a long-term investor if my time horizon is short-term?" On Wednesday, December 28, 1983, President Ronald Reagan was in the middle of his first term in office and dealing with a terrorist bombing that had occurred in October of that year. The New York Times reported “The President
I would like to introduce myself and give our readers a different point of view on the crazy market we have been experiencing this year. My name is Cole Ducote, and I am an Associate Financial Planner here at Apriem. I joined the Apriem family last year and I am coming up on my
When I can, I spend a good chunk of my free time listening to financial podcasts or exploring rabbit holes of conversations on Twitter. I learn a lot about topics I otherwise would not have encountered, I learn about terms I otherwise would not know what they mean, and I
Picture personal finance as a game of chess. We are all forced to play the game, and the problem is most people only know how to move the pawns! Only when you have all of the pieces working in unison do you have a powerful, winning strategy. Our habits move
We sat down with newest members of our team to ask them how their first year with Apriem has been going. They reflected on the unique situation that Covid-19 created when it came to onboarding, learning their roles, and getting to know the rest of the team. Read what they had to say:
By Jennifer Olson, CFA, CIPM, CFP®, Senior Financial Analyst — Seven years ago, I dated a guy whose food budget was $25 a week. What?!? How can someone live on that budget? People wondered why I would date a struggling 25-year-old part-time college student who was working full-time to send himself to college.
We sat down with members of our team to discuss the current situation surrounding the COVID-19 health crisis and the market’s reaction to it. Knowing that what’s happening is raising a lot of questions for our clients, we wanted to share our thoughts with all of you. Some of our team has experienced
By Christopher Whitaker, CFP®, AIF®, Financial Advisor As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk,
My parents were both born on islands, surrounded by the ocean. My mother born in Japan and father born in Hawaii. My brother and I were born and raised on the island of Oahu. Our Hawaiian childhood experience was idyllic, and I am so grateful. My parents continued to raise us in Hawaii and
