On September 28th, Apriem Advisors joined an intimate group of 40 generous attendees of the Southern California Hospice Foundation (SCHF) annual fundraiser coined “Cakebread & Candlelight”. Held at the Bungalow in Corona del Mar, guests enjoyed a decadent 5 course meal paired with Cakebread Wines. SCHF is currently raising funds for the 2021 launch
On September 21st, Apriem Advisors joined the more than 400 generous attendees of the Families Forward 35th Anniversary Gala held at Pasea Hotel in Huntington Beach. The Havana Nights-themed fundraiser raised nearly $600,000 to support the Families Forward’s mission to prevent and reduce homelessness in Orange County. The
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
Summer is accompanied by a lot of positive things. Warm nights spent on the patio eating barbeque with friends and family. No more mornings spent blasting the defroster and seat heater. Ice cream being acceptable at every meal. Here at Apriem Advisors, summer also means the addition of highly skilled interns to the office. Our
On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a
Money is an essential part of life, but the paradox is no one wants to talk about it. A study conducted by Wells Fargo revealed that personal finance (44%) was more difficult of a topic to discuss than death (38%), politics (35%), religion (32%), taxes (21%), and personal health (20%). One explanation for this
Refer to these Schwab Charitable guidelines to help ensure your contributions are received and processed by December 31 (the IRS deadline for inclusion in your year-end tax return). *The type of securities and how quickly the securities are transferred by the financial institution currently holding the investments may impact Schwab Charitable’s ability to receive contributions
"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
