Avoiding Loss with Generational Wealth Transfer (IC Summit)
Landon Yoshida on Staff Tenure in his 9th Apriem-versary
This past June, one of our Financial Advisors, Landon Yoshida, celebrated his 9th year working for Apriem. Landon plays an intrical role in our industrial retiree practice, providing advisor services to retirees from Boeing, Exxonmobil, Chevron, and Parker Hannifin. While recognizing Landon's successes and contributions to Apriem, it got our team thinking,
Apriem Welcomes 2020 Summer Interns
2020 Summer Finance Interns This year's internship looked a little different due to Covid-19, but our 2020 interns made the most of it! The Apriem teams applauds their willingness to adapt while engaging with us over these past few weeks. Let's meet our interns: Cade Covarrubias: Cade will be a senior at the University of
Finances in Divorce: Dealing with Transition (Financial Poise)
Every divorce is unique and comes with its own set of complications. Rhonda Ducote, AIF®, talks about the importance of understanding your financial plan and some key steps in personal financial management when it comes to divorce or remarriage. Here's an excerpt of the article: “The best way to mitigate