Financial Poise

All Articles by Rhonda Ducote

Rhonda Ducote

About Rhonda Ducote

Rhonda Ducote, president of Apriem Advisors, an Irvine, Calif-based independent, registered investment advisory firm with more than $650 million in assets under management. She has more than 20 years experience as a wealth manager, 17 of which have been spent at Apriem Advisors. Rhonda is passionate about her work and has pioneered the Women of Wisdom program at Apriem, a forum focused on the unique financial needs of women and supporting financial education and empowerment of women.

two men arm wrestle over fair estate distribution

Sibling Squabbles: Fair Estate Distribution Among Multiple Heirs

The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.

Read More
waves crashing on rocks represents the rocky shore of stock market vulnerability.

Worried About Stock Market Volatility? Don’t Panic, Say Experts

Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

Read More
using your assets for good

Using Your Assets for Good: Bequeathing Money to Philanthropic Causes

Consider Using Your Assets for Good if You Want to Feel Good About Giving Using your assets for good is part of the joy of having enough wealth to make a difference in the lives of others. For many people, divvying up assets can be an opportunity to think about what causes are near and […]

Read More
Dealing With Divorce: Financial Transition

Dealing With Divorce: Financial Transition

The financial transition is understandably overwhelming — especially during a time of personal transformation, such as dealing with divorce or remarriage.

Read More

Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?

Read More

Family Finances – What a Wife Needs to Know

For many boomer women, the subject of family finances is not an easy one to tackle. Men may feel it is their responsibility or duty to handle this (stereotypically masculine) topic without burdening their spouses.

Read More

$30 Trillion Wealth Transfer: Most Advisors Miss This Critical Step

It is likely that Boomer women were largely uninvolved in their family’s finances throughout their lives. Males and females tend to have different priorities when it comes to managing their finances, and a woman advisor can be invaluable in helping to cater to these needs and make women feel more comfortable throughout the process.

Read More
>