Covering Your Assets: Part 1 - FDIC In light of recent events, many of our clients have asked the question of how their assets are covered. While the topic is nuanced, we wanted to provide you with some information regarding the two types of insurance: FDIC (Federal Deposit Insurance Corporation) and SIPC (Securities
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
In June of 2022, the U.S. hit a peak inflation rate of 9.1%. In an effort to stave off the increasing cost of goods, over the course of the year the FOMC increased the Fed Funds Rate from 0.00% to 4.50% resulting in what has been the fastest increase to
Good Afternoon Valued Clients, Friends and Family, Today marks the 25th “Silver” anniversary of Apriem Advisors. It is hard to believe that 25 years have already gone by. A Message from the Founder, Harmon Kong: We celebrate the New Year with hearts filled with gratitude as Apriem Advisors celebrates
Several of Apriem's staff and principals were named in OCBJ's 2022 Distinguished Leaders - Wealth Management list. This list shines the spotlight on individuals, and their firms, who can prepare the entire family for financial stability for generations to come. Read the profiles below: Read the publication here.
Apriem's President, Rhonda Ducote, wrote a piece in Financial Poise on the power of giving and how philanthropy can strategically be part of your financial or estate plan. Here is an excerpt from the profile: For many people, divvying up assets can be an opportunity to think about causes near and