"The best preparation for tomorrow is doing your best today" - H. Jackson Brown Jr. It’s difficult to imagine life without our loved ones. However, we all know that none of us can escape our mortality. That is why it’s always important to be prepared in case of a loved one’s death. In a
As college costs increase, more and more students are depending on 529 college saving plans, as well as expecting to qualify for federal financial aid. For those students fortunate enough to have family members that are able to help contribute to a plan account, the question often arises as to who should own the
Chartered Financial Analyst Society of Orange County (CFAOC) teamed up with Apriem Advisors in hosting a seminar to help college students learn about investing, markets, and trading. The Sepeaker, our very own Benjamin Lau, CFA, Co-Chief Investment Officer gave his insights and practical tips to college students from California State University-Fullerton and University of California-Irvine. Benjamin's
On March 28, 2015, Apriem Advisors joined the Jessie Rees Foundation 4th Annual Gala. Apriem Advisors, represented by our Chief Wealth Manager, Harmon Kong, CFP® was one of the sponsors of the event. Around 400 people attended and they raised over $100,000 to support 500 children or 200 families. The Jessie Rees Foundation Gala is an
Over the past 20 years, Apriem Advisors has met with hundreds of women to provide financial information and guidance through various events. These are women who came to a meeting with their spouse, women who have lost a spouse due to death or divorce, and women that manage their finances independently. We noticed that the
On September 28, 2015 Apriem Advisors with our families and friends participated in the Susan G. Komen Race for the Cure at Fashion Island in Newport Beach. Together we raised over $1,500. Also, on September 13, Harmon Kong, CFP®, Chief Wealth Manager celebrated his 50th Birthday! Julie Muramoto, Administrative Assistant and Jennifer Necir, Financial Analyst also celebrated
Since none of us know the exact day and time we will die, time is the essence of a good estate plan. Having a good estate plan requires the self-realization that we will not live forever. So given this fact, ask yourself "What will happen to all of my stuff, and who is going
On January 23, 2014 Jennifer was honored as the 2014 Big Sister of the Year by the Big Brothers Big Sisters of Orange County. Jennifer Necir, Financial Analyst, as of the time she received this ward, was on her third year as a big sister for her little, Abbie Jen and little Abbie also were
