Virtual Event: The Best Things in Life are Free… Plus Taxes!
Apriem’s President & VPs Nominated for OCBJ’s Women in Business Awards 2022
Our President, Rhonda Ducote, VP-Client Services, Shawn Covarrubias, and VP-Finance, Jennifer Olson, were recently nominated for the Orange County Business Journal Women in Business Award for their industry experience, exceptional leadership, and outstanding achievements. Read their profiles here. The Women in Business Awards honors exceptional business and professional Orange County
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
Chris Whitaker featured in Orange County Business Journal
Our Sr. Financial Advisor/Sr. Financial Planner, Christopher Whitaker, CFP®, AIF® was recently featured in Orange County Business Journal on how Orange County’s rich sees downturn as an opportunity for the best. Click HERE to read the article. Here is an excerpt from the interview: The wealthy get more excited
Apriem Cares Update, April – June 2022
Giving back is one of Apriem's core values. It was a heart-warming experience to be back in person with the organizations we support through Apriem Cares. Below are highlights of our generosity efforts this quarter. April 2022: Apriem had a lovely time attending the
Apriem Named Best Place to Work in Orange County by OCBJ
Best Places to Work in Orange County 2022 Press Release Apriem Advisors was recently named as one of the 2022 Best Places to Work in Orange County. The awards program was created in 2009 and is a project of the Orange County Business Journal in partnership with Workforce Research Group. This
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