For Apriem’s October WOW event we looked to our own Chief Investment Officer, Benjamin Lau and Senior Financial Analyst Jennifer N. Olson to tackle the topic of Women and Investing. Benjamin and Jennifer highlighted the unique strengths and skills women have as investors and savers and reviewed what tools are available to assist women in
Apriem Advisors is one of the first-class registered investment advisory (RIAs) firms to make Financial Times' (FT) 300 list. The fourth edition of the FT 300 assesses RIAs on desirable traits for investors and firm achievements including assets under management, asset growth, industry certifications, SEC compliance record and accessibility. Below is an excerpt: "The formula the FT
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
Picture personal finance as a game of chess. We are all forced to play the game, and the problem is most people only know how to move the pawns! Only when you have all of the pieces working in unison do you have a powerful, winning strategy. Our habits move our pieces on the
Our March discussion for our Women of Wisdom (WOW) was on Insurance: Friend or Foe? We all take pride in caring for our families by protecting them from harm and providing for their needs. We are there every day for them whether it is taking them to doctor’s appointments or celebrating huge milestones with
Historically, floating-rate loans outperform the broad bond market in flat- and rising-rate environments. Given that the Fed raised rates in December and with more increases expected in 2017, floating rate bonds can benefit from it. Floating-rate loans, also called bank loans or leveraged loans, are below-investment grade corporate debts. They are called “floating rate”
True to our Latin-based namesake, Apriem (meaning: exceedingly, above all, to the highest degree), we strive to provide our clients with the highest degree of service while handling all facets of their finances, helping them reach the goal of financial security and freedom. This also includes our firm-wide commitment to honest, consistent, and ethical performance reporting
Forbes featured Apriem’s analysis of IBM as one of its top seven stock tips for 2017. Below is a short excerpt. IBM is a turnaround story. “Big Blue” is transforming its business to meet the needs of the new era of cloud, mobility, security, and artificial intelligence. IBM’s transformation had begun to show some
Apriem’s co-CIO Benjamin Lau was recently featured in Yahoo discussing the growth potential of Facebook Inc. (FB). Below is a short excerpt. Facebook doesn't just own Facebook. It also owns one-time rival Instagram, which has 500 million monthly active users. Despite the large user base, Instagram doesn't contribute much to Facebook's breakneck pace of
Apriem's co-CIO Benjamin Lau was recently featured in a TheStreet.com article discussing the future of the technology sector post election. Below is a short excerpt: Some market gurus say it's not difficult to see why tech executives stayed away from Trump. "A lot of Trump's rhetoric during the campaign were hot button issues for