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
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
