U.S. News & World Report surveyed analysts to determine seven ways to invest in smartphones. Apriem's Jennifer Necir, CFA, CFP®, provided valuable insight into the social media leader Facebook and its advertising revenue. Below is an excerpt: "Facebook had a stellar revenue growth fueled by mobile advertising. As of the first quarter of 2017, mobile
Apriem President Rhonda Ducote discusses the increasingly common situation that puts women at the forefront of financial decision making unexpectedly and how advisors can successfully navigate these circumstances. Below is an excerpt: "As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from
Apriem President Rhonda Ducote comments on how to empower female clients and the Women of Wisdom program. Below is an excerpt: “Rhonda Ducote, the president/principal of Apriem Advisors in Irvine, Calif., started her firm’s Women of Wisdom (WOW) program in 2014 to help educate, empower and encourage all women to get more involved in their
Our brilliant CIO, Benjamin Lau, Skyped into Reuters TV’s daily market report on May 1 to discuss what he’s looking for in Apple’s Q1 earnings announcement. Here is a snippet of Ben’s commentary: "Apple is trading at a discount compared to the S&P 500 but the real story is going to be what will happen
Apriem Co-Chief Investment Officer Bejamin Lau comments on the Trump Administration's proposed tax cuts and how they could potentially provide a boost to small businesses. Below is an excerpt: “Most small businesses struggle with transition planning. Getting rid of the estate tax would get rid of a lot of the liquidity problems that future generations might
Apriem President Rhonda Ducote discusses middle-women and how women in wealth management can be an asset to advisory firms and clients alike. Below is an excerpt: "Before the next generation inherits these assets, it will be in the hands of Baby Boomer women who, after their husbands pass away, suddenly control massive amounts of wealth.
Apriem Chief Investment Officer Bejamin Lau discusses the timing of bond investments and how that impacts shareholder payouts. Below is an excerpt: "I recommend staying away from open-ended bond funds with no maturity," said Benjamin Lau, co-chief investment officer at Apriem Advisors in Irvine, California. "The constant rotation of bonds in the portfolio makes it difficult
Apriem's Chief Investment Officer, Benjamin Lau, CFA, discusses the significance of the Dow Jones Industrial Average passing the 20,000-point mark. Below is an excerpt: It is our job as stewards to help clients see through the short-term emotions and focus on the client’s goals. That is especially important at market tops and market bottoms. For
Apriem's Senior Financial Analyst, Jennifer Necir, CFA, comments on the state of the market and the economy at large as futures are buoyed by earnings growth, employment and expectations of inflation. Below is an except: Stock fundamentals, which set the stock price in the long run, are getting better as evidenced by positive earnings growth. Consequently,
The Wall Street Transcript published the full interview recently given by our Chief Investment Officer, Benjamin Lau, CFA. Below is an excerpt. Post election, you are really talking about what sectors, what’s in the market that are going to do better or worse during the Trump presidency. And it’s not just the Trump presidency, it’s
