Portfolio Construction Series Part 1 – Building Blocks of Portfolio Management
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
New Baby Checklist: 7 Ways to Get Your Finances Ready
By Christopher Whitaker, CFP®, AIF®, Financial Advisor As a young parent just starting off on this journey, I’ve come to realize that not all who wander are lost. Some are just parents, in Target, hiding from their children. Raising kids is a tough task! Sleepless nights, random tantrums, encouraging them to walk,
Apriem Wellness Day 2019
One of the main focuses of Apriem has been to improve the mental and physical wellness of our Apriem family. As such, Apriem celebrated its first annual Wellness Day to celebrate our President, Rhonda Ducote's, birthday. Wellness Day focuses on bringing our team together to encourage self-care, and incorporating
Apriem Hosts UCI students during the 2020 Economic Update
On October 23, 2019, Apriem attended the 2020 Economic Forecast hosted by the Chamber Newport Beach and UCI Paul Merage School of Business. The speakers discussed about an outlook of a benign economic growth without a recession in the next 12 months. They highlighted the positives and negatives of 2020 such as employment growth
Apriem Cares: NEGU brings JoyJars to El Salvador!
Apriem Advisors was founded on the vision of giving client’s the opportunity to live a life of significance beyond their success. In the same way, Apriem strives to encourage this value in the lives of their employees. One way this is done is through encouraging employees to participate in their charitable arm, Apriem
World Vision Builds 500 Kits at Apriem HQ
Earlier this year, our team assembled 250 school kits to be distributed to children in need for the upcoming school year as well as 250 hygiene kits for people impacted by natural disasters, homelessness, or poverty. We closed the office early and everyone participated. Our staff enjoyed writing encouraging notes and giving confirmation