Portfolio Construction Series Part 4 – Putting It All Together
Landon Yoshida on Staff Tenure in his 9th Apriem-versary
This past June, one of our Financial Advisors, Landon Yoshida, celebrated his 9th year working for Apriem. Landon plays an intrical role in our industrial retiree practice, providing advisor services to retirees from Boeing, Exxonmobil, Chevron, and Parker Hannifin. While recognizing Landon's successes and contributions to Apriem, it got our team thinking,
Apriem Welcomes 2020 Summer Interns
2020 Summer Finance Interns This year's internship looked a little different due to Covid-19, but our 2020 interns made the most of it! The Apriem teams applauds their willingness to adapt while engaging with us over these past few weeks. Let's meet our interns: Cade Covarrubias: Cade will be a senior at the University of
WOW Event: Let’s Talk Taxes
On February 12, we started our first Women of Wisdom (WOW) event of the year on the topic of taxes. Our Women of Wisdom spent the afternoon with Eddy Cheung, CPA, as he discussed new tax laws, the efficient use of various investment accounts, and the importance of helping the