Latest Blog: Beach Reading - 05/08/2024
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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS VIEW ALL MEDIA
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HERE'S WHERE MONEY MANAGERS ARE SEEKING INCOME AT MID-YEAR AS RATES STAY HIGH 07-05-2024
The prospect of "higher for longer" rates has made short-term fixed income assets especially attractive. In a recent CNBC article, our CIO, Michael ...
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A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES 06-10-2024
Safeguarding family wealth across generations requires careful planning, particularly when implementing optimal tax strategies. In a piece written by ...
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WILL WE SEE A GLOBAL TAX ON BILLIONAIRES? 06-05-2024
Our managing director Rick Nott points out for Susan Lipp that U.S. Treasury Secretary Janet Yellen's opposition to a global wealth tax on ...
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ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS 06-05-2024
"It's not just about investing, but they need to also provide emotional support and empathy to their clients during this difficult time in addition to ...
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EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST 06-05-2024
"EM markets as a whole have been less profitable. They have lower valuations, but that's because they should have lower valuations," Rosen said. He ...
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JON FOSTER: MULTIGENERATIONAL PLANNING AND THE PSYCHOLOGY OF BIG WEALTH 04-30-2024
On the latest episode of Greg Bartalos' The Way Forward Podcast, Angeles Wealth's President and CEO Jonathan Foster discusses how the firm works with ...
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CELEBRITY, CHARITY, DIVERSITY: INSIGHTS FROM A 'FINANCIAL ARCHITECT' 04-30-2024
Angeles Wealth managing director Rick Nott opens up about the personal journey that led him to a career as a financial advisor. He reflects on his ...
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ANGELES NAMED A GREENWICH QUALITY LEADER FOR SEVENTH CONSECUTIVE YEAR 04-26-2024
Angeles is proud to be named a Greenwich Quality Leader for the seventh consecutive year. We are grateful to you, our clients, for the partnership and ...
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ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024
"Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles ...
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GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS 03-19-2024
"The real question is 'What is our clients legacy?'" Chloe said. "What does that mean? And so we make sure that the plans we put forward reflect that ...
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IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS. 03-13-2024
Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help ...
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WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH 03-01-2024
"Wall Street will embrace whatever will raise them money so that doesn't let you know whether it's good or bad," said Michael Rosen, CIO at ...
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AWM'S RICK NOTT RECOGNIZED AS ONE OF THE TOP BLACK FINANCIAL ADVISORS OF 2024 02-28-2024
In celebration of Black History Month, we're thrilled Angeles Wealth Management managing director Rick Nott has been recognized in Wealth Solutions ...
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RISK-PARITY QUANTS REEL AS CPI-FUELED ROUT SPREADS ACROSS ASSETS 02-13-2024
"I don't think that this is a temporary lull," said Michael Rosen, CIO at Angeles. "Risk parity carries the assumption that stocks and bonds are ...
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NASDAQ SLIPS FROM NEAR ALL-TIME HIGH, DOW UP MODESTLY AHEAD OF INFLATION DATA 02-12-2024
"The CPI report tomorrow will be just another important data point on where inflation is and that will translate to the pace of when we may see a cut ...
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AWM APPOINTS RICK NOTT AS MANAGING DIRECTOR, CAPPING 6TH STRAIGHT YEAR OF GROWTH 02-08-2024
Rick Nott brings more than 15 years of wealth management experience, adding to our firm's comprehensive private wealth services and solutions. ...
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KING CASH IS BEING DETHRONED. WHAT TO BUY NOW. 02-07-2024
Another strategy is simply to "follow the profits," says Michael Rosen, CIO at Angeles Wealth. His firm emphasizes growth over value, large-caps over ...
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MICROSOFT, ALPHABET UNDER PRESSURE TO SHOW AI EARNINGS BOOST 01-30-2024
"AI is something we're trying to get a handle on, since even if it is transformative, translating that to products and profits is challenging, and ...
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WHERE TO INVEST $1 MILLION RIGHT NOW 01-18-2024
Our Chief Investment Officer, Michael Rosen, shares his insights on where to strategically allocate $1 million in the current market. Check out his ...
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IT'S THE MAGNIFICENT SEVEN'S MARKET. THE OTHER STOCKS ARE JUST LIVING IN IT. 12-17-2023
"Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? ...
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MARKETS CHEER FED OUTLOOK, BUT THE RALLY COMPLICATES IT 12-14-2023
"The market has been ahead of reality for the past two years, and it is still ahead of itself with how much the Fed is going to cut rates," said ...
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CHLOE WOHLFORTH HAS BEEN INCLUDED ON INVESTMENTNEWS' HOT LIST FOR 2023 12-04-2023
Were pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023. ...
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OCIOS FLAG POTENTIAL TO 'GAME' PROPOSED GIPS GUIDELINES 11-27-2023
Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total ...
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HOW FINANCIAL ADVISOR CLIENTS PERCEIVE THE CURRENT ENVIRONMENT 11-10-2023
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of ...
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