Apriem Advisors

Today is National Boss' Day! We want to recognize the Department Heads here at Apriem. Thank you for leading our team so well! #nationalbossday

Apriem attended HOPE International’s Investing in Dreams event. Attended by 500 people, it was an amazing night of celebration, and community that raised $1.14 million funds to fuel economic and spiritual growth for those living in poverty. HOPE International supports microenterprise development in the 15 countries where HOPE is privileged to serve.

Our President, Rhonda Ducote, AIF, updates us on the Port of Los Angeles, Bezos' latest space endeavors and the markets. You can read it here: http://ow.ly/MD6A50GrMjU

On September 24th, our Portfolio Administrator, Jose Rendon, spoke at the California State University Long Beach Finance Symposium to educate students on career opportunities in Finance. #ApriemCares

Thank you NEGU for personally welcoming us to the NEGU Network! NEGU Network is a group of 100 local caring companies who will collectively use their resources and employees to help encourage over 2,500 local children fighting cancer to Never Ever Give Up! For more information about NEGU Network visit: http://ow.ly/7FSc50GjLL4

Although some companies are feeling the impact of supply chain disruptions and labor shortages, the S&P 500 is expected to see elevated earnings for the 3rd quarter. Do you think S&P 500 companies will hit a home run? Click the link to read more from our Portfolio Administrator, Jose Rendon: http://ow.ly/Vn7W50GpJQb

Congratulations, Sunni Allen, Administrative Assistant, for passing the AIF (Accredited Investment Fiduciary) examination! Once she meets the experience and other requirements, she will be eligible to use the AIF designation. AIF Designees demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

A lot of things hit us close to home this week. Our President, Rhonda Ducote, recaps the oil spill in Huntington Beach, the major Facebook outage, and California's new vaccine mandates in her weekly recap. Read about it here: http://ow.ly/oCWx50Go43w

Join us on Wednesday, October 20, for our next webinar! Guest speaker, Margo Day, will be discussing the impact of building a living legacy in your financial plan. Sign up here: http://ow.ly/dQxY50Gmzyl

With the 3rd quarter at a close, our CIO, Benjamin Lau, discusses the upcoming changes investors are looking out for in the 4th quarter. http://ow.ly/DQ8H50GlKEt

We proudly support Off-Road Motorsports Hall of Fame on their 2021 Induction & Awards Gala where they recognize the people in the sport of off-road who have truly made an impact over the past year.

The debt ceiling deadline is coming up and we may have a container port crisis on our hands! Click the link to see our President's, Rhonda Ducote, take on the situation. http://ow.ly/e90m50GjPrI

Thank you to Orange County Business Journal for recognizing the top businesswomen in Orange County. It is an honor that our VP-Finance, Jennifer Olson, is nominated for #OCBJWIB2021

Apriem proudly supports UC San Diego Miles4Merak Step Challenge, benefiting gastrointestinal stromal tumor (GIST) cancer research. Miles4Merak is inspired by Merak Melikian Hatounian who has touched so many lives with his drive and fierce determination to fight cancer. If you would like to join the step challenge or know more: http://ow.ly/AwNg50Gg78k

Our President, Rhonda Ducote, sent out her weekly email. Click the link to read what she had to say! http://ow.ly/7WIV50DWLUT

We support Casa Teresa and wish you a successful virtual Fashion Show! Casa Teresa’s mission is to provide pregnant women in crisis a loving home to begin their healing journey. #ApriemCares #charitypartner

One of our Financial Advisors, Joshua Garland, recently uploaded his latest Financial Cents episode! You can watch it here: http://ow.ly/IUnt50DRuif

Our CIO, Benjamin Lau, sent out a market update this afternoon. Click here to read it: http://ow.ly/NFPb50DTCKe

Today is Employee Appreciation Day! We want to highlight our VP of Operations, Shawn Covarrubias, who won Apriem's Miyagi Award in November! Our founder, Harmon Kong, created the Miyagi Award to recognize an individual's perseverance and commitment exhibited throughout the year. We are thankful that you are part of the Apriem family, Shawn!

Our President, Rhonda Ducote, sent out her weekly update this afternoon! You can read it here: http://ow.ly/RVMS50DQD94

This afternoon, our Portfolio Administrator, Matthew Kawashima, sent out our weekly market update. You can read it here if you missed it: http://ow.ly/JZ0K50C3ldU

Did you know that Apriem has an Industrial Retiree Practice? Here are just a few of the many things our team does to facilitate the transition from a paycheck to retirement income. Click the link to read more about our Industrial Retiree Practice: http://ow.ly/3aY050C0hoS

Our President, Rhonda Ducote, sent out her weekly email update this afternoon. Click the link to read her highlights on the presidential debate, Covid-19 updates, the DOJ, and the World Series. http://ow.ly/3WIn50C0hb0

November Shredding Month is just around the corner! To ensure your old documents and statements are safely disposed of, drop them off at our office to be securely shredded. Click the link to read about our new drop-off procedure: http://ow.ly/qbIB50BWDmZ

This Thursday, our President, Rhonda Ducote, will be moderating a discussion on Female Leadership in the RIA Industry at the Women in Wealth Management Summit. A recording will be available following the webinar.

Our Portfolio Administrator, Matthew Kawashima, sent out a market update where he discusses the importance of keeping with your investment strategy, even during election season. You can read it here: https://www.apriem.com//mar/market-update-october-19-2020/

Diversification is a helpful tool when it comes to hedging against volatility in the market. Although we can't control the market, we can control how we diversify our portfolios. Watch the video to learn more: http://ow.ly/BhU950BTQmN

#ApriemCares Southern California Hospice Foundation

This afternoon, our President, Rhonda Ducote, sent out her weekly update. You can read it here in case you missed it: http://ow.ly/NIlS50BTShR

Last year, our team held its first annual wellness day where we encouraged self-care through exercise, nutrition, and pampering. Although we can't participate in person this year, our team has found creative ways to implement wellness at home with their families! Read about last year's Wellness Day here: http://ow.ly/fBXO50BRIW5

Last week, our team STEPPED up to support Miles for Merak. We were all so happy to participate in this event and loved getting a little extra exercise while doing it!

Our CIO, Benjamin Lau, sent out the weekly market update where he talks about how equity markets have regained their momentum. You can read it here: http://ow.ly/j8zh50BQALO

Last month, Apriem was highlighted in the SoCal Hospice Foundation's newsletter for matching a donation that was gifted to them. We are proud to support such a nurturing and generous organization! You can learn more about the Apriem Cares initiative here: https://www.apriem.com/apriem-cares/