Apriem Financial Cents Eps. 11 – Year-End Financial Planning Top 5 Checklist Items!
Apriem Financial Cents Eps. 9 – How a Boutique Advisory Firm Provides Higher Quality Service!
(Rhonda Ducote) We always talk about our tagline “significance beyond success”. I think that that is different for every single person because everybody every single person's definition of success is different. (Joshua Garland) Hello Apriem family and welcome to episode nine of Apriem Financial Cents. Now, while this
Apriem’s GIPS® Claim of Compliance is Verified
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
The Long-Term Investors Paradox
"How can I be a long-term investor if my time horizon is short-term?" On Wednesday, December 28, 1983, President Ronald Reagan was in the middle of his first term in office and dealing with a terrorist bombing that had occurred in October of that year. The New York Times reported “The President
Help Me, Help You
I would like to introduce myself and give our readers a different point of view on the crazy market we have been experiencing this year. My name is Cole Ducote, and I am an Associate Financial Planner here at Apriem. I joined the Apriem family last year and I am coming up on my
Quality is King
When I can, I spend a good chunk of my free time listening to financial podcasts or exploring rabbit holes of conversations on Twitter. I learn a lot about topics I otherwise would not have encountered, I learn about terms I otherwise would not know what they mean, and I
Rich Habits, How Many of These Do You Have?
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