Annually, Charles Schwab conducts its benchmarking study to gather data in the financial industry. For the 2019 survey, released in July, 1,300 RIAs representing more than $1 trillion in assets participated. The bottom line results revealed that RIAs are doing very well in the current market environment. Apriem's President, Rhonda Ducote shared with Financial Advisor
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
At our July WOW event, attendees had the opportunity to listen to Nadine Durbach discuss various myths of aging. Nadine was a very engaging speaker and had loads of pertinent information for us! Contrary to what you have probably heard before, Nadine shared research that demonstrates you may be at your prime after 65 .
Summer is accompanied by a lot of positive things. Warm nights spent on the patio eating barbeque with friends and family. No more mornings spent blasting the defroster and seat heater. Ice cream being acceptable at every meal. Here at Apriem Advisors, summer also means the addition of highly skilled interns to the office. Our
Apriem Advisors was named one of the top 300 RIAs in the United States for the third year in a row by the Financial Times. The 2019 edition of the Financial Times 300 Top Registered Investment Advisers (FT 300) recognizes top independent RIA firms from across the U.S. based on desirable traits for investors and
The Jessie Rees Foundation focuses on encouraging kids fighting cancer to Never Ever Give Up! On May 3rd, the Apriem Team went to the JoyJar® factory in Irvine, CA to stuff JoyJars® that will be sent to patients and hospitals around the world. These fun-filled, love-stuffed JoyJars® are free to patients and
WOW Event: Nourishing the Brain for Wisdom & Wellness Tuesday, May 21, 2019 at 11:30 AM Speaker: Dr. Erica Oberg, ND MPH Integrative & Naturopathic Medicine On May 21st, we had 27 Women of Wisdom join us for a great afternoon which consisted of a delicious lunch followed by an informational talk focused on brain health.
On April 24th, four members of the Apriem team had the pleasure of attending the first ever “Wealth Management Symposium”, put on by the CFA Society of Orange County. The event was held at the exquisite Pacific Club and featured topics including the four phases of retirement, what it looks like to lead a
With the government shut down and political chaos taking center stage, the stock market joined in on the panic in a shortened session before the holiday. However, economic fundamentals remain solid, Lau tells USA Today. Below is an excerpt from the article: "The government shutdown doesn’t destroy the economy per se, but it destroys investors' appetites
With the retail sector continuing its transition into the e-commerce era, big-box powerhouse Target hit the bullseye in the second quarter and cashed in on the downfall of Toys R Us. Our own senior financial analyst, Jennifer Olson, weighed in on the trend with TheStreet. An excerpt is below: "I think that's very smart...to