Market Update Lessons From 2025: Discipline Over Drama I always enjoy writing these year-end recaps. It’s a great way for me to reflect on the past year—on calls investors got right and wrong, things that went according to plan, and where things just went off track. 2025 wasn’t
Year-End Giving Year-End Giving: Maximize Impact and Align Your Legacy As we approach year‑end, many families turn their attention to charitable giving. Well‑considered gifts can support meaningful causes, reflect your family mission, and complement your broader financial plan. For families focused on legacy, multigenerational impact, and thoughtful stewardship,
Wealth Conversations That Build Stronger Families Whether a family is planning for college expenses, future home purchases, or future wealth transitions, one thing is clear: the strongest financial plans involve the next generation, not just the current one. At Apriem Advisors, we believe that multigenerational wealth is more than
Pickleball & Personal Finances Pickleball & Personal Finance: A Winning Combination As many of you may know, pickleball has taken the country by storm and has become one of the fastest growing sports. What started as a backyard pastime has evolved into a nationwide phenomenon, with new courts
A Lesson In Wealth For The Younger Generation The Man In The Car Paradox: A Lesson In Wealth For Younger Generations The other day, I was driving with my 6-year-old son, Colt, when we pulled up next to a bright red Ferrari at a stoplight.
Market Update Market Update: 5 Insights on Navigating Market Volatility After a period of relative calm, volatility has come roaring back. Since the April 2nd tariff announcements, the S&P 500 has clocked average daily swings of over 5%, marking one of the most volatile stretches
Charitable gifting is a powerful way to support causes you care about while also benefiting from the positive financial and tax implications associated with it. To get the most out of your charitable giving, it's important to explore advanced strategies that can help you maximize your impact and minimize your
Stocks are falling faster than they did during the financial crisis, the crash of 1987 or the Great Depression. Investors are retreating from corporate bonds at the swiftest pace ever. Our Chief Investment Officer commented on the swings in stocks: “'It is jarring,' he said. 'It’s not like it’s down
By Chris Whitaker, CFP® The year is 1948. Your friend Roger, who is wearing a plaid sport shirt tucked in near his belly button, excitedly tells you that the BBQ place on West 14th Street has now re-opened as a burger place called “McDonalds.” You park your Chevy Fleetmaster, and walk up to a
Historically, floating-rate loans outperform the broad bond market in flat- and rising-rate environments. Given that the Fed raised rates in December and with more increases expected in 2017, floating rate bonds can benefit from it. Floating-rate loans, also called bank loans or leveraged loans, are below-investment grade corporate debts. They are called “floating rate”