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Featured News
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![Bloomberg Businessweek: Fed Decides to Cut]()
18 Dec, 2024Bloomberg Businessweek: Fed Decides to Cut
Bloomberg's Ira Jersey and Michael Rosen, CIO at Angeles Investments, discuss Federal Reserve officials projecting just two rate cuts in 2025, and they made it clear that future reductions would hinge on inflation progress.
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![Bonds Get Crushed as Yields Spike Despite Rate Cuts. What to Do Now.]()
17 Dec, 2024Bonds Get Crushed as Yields Spike Despite Rate Cuts. What to Do Now.
The economy - as measured by hiring and corporate profits - is "humming along," while inflation is no longer falling and has become stuck just below 3%, says Michael Rosen, chief investment officer of Angeles Investment Advisors.
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![AWM's Chloe Wohlforth and Rick Nott Added to InvestmentNews' 2024 Hot List]()
16 Dec, 2024AWM's Chloe Wohlforth and Rick Nott Added to InvestmentNews' 2024 Hot List
We're proud to share that Angeles Wealth Management's partner Chloe Wohlforth and managing director Rick Nott have been named to InvestmentNews' 2024 Hot List!
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![Some Advisors are Bullish on Commercial Real Estate - Here's Why]()
11 Dec, 2024Some Advisors are Bullish on Commercial Real Estate - Here's Why
"It's important to remember central business district office represents just one segment of the CRE market. Other areas are seeing strong demand, such as data centers, cell towers, industrial, & multifamily..." said Michael Rosen, CIO at Angeles.
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![Revisiting 60-40 Portfolio Allocations in the Wake of Volatility]()
6 Dec, 2024Revisiting 60-40 Portfolio Allocations in the Wake of Volatility
The reasoning, says CIO Michael Rosen of Angeles Investmennts, "is that stocks accrete wealth over the long term, while bonds provide a moderate but positive real yield - real meaning over inflation - and hedge against equity declines."
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![Almost Every Investor Plans to Boost Bonds]()
2 Dec, 2024Almost Every Investor Plans to Boost Bonds
Allocators still need to examine the role of fixed income in their portfolios, "given current yields and inflation prospects," says Michael Rosen, CIO of Angeles Investments.
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![Fink Pushes BlackRock Into High-Stakes Bet on Private Markets]()
15 Nov, 2024Fink Pushes BlackRock Into High-Stakes Bet on Private Markets
"Money is flowing into private assets, and BlackRock wants to be in a position to capture that," said Michael Rosen, chief investment officer of Angeles Investments.
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![Trump Redux: Where Investment Advisors See Opportunity]()
13 Nov, 2024Trump Redux: Where Investment Advisors See Opportunity
In a recent conversation with Steve Garmhausen at Barron's, Michael Rosen, CIO at Angeles said "Public policy has a marginal effect on companies and sectors. What matters more is underlying fundamentals."
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![Instant View: Fed Cuts Rates 25 bp, as Expected]()
7 Nov, 2024Instant View: Fed Cuts Rates 25 bp, as Expected
"The reality is that inflation remains above target, the economy is humming above trend, and the Fed will have to moderate its easing program," said Michael Rosen, CIO at Angeles Investments.
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![Justin Bieber Considers Suing Financial Managers for Squandering Wealth]()
6 Nov, 2024Justin Bieber Considers Suing Financial Managers for Squandering Wealth
Recent news of Justin Bieber considering lawsuits against his business managers provided an opportune time for AWM's Managing Director Rick Nott to discuss ways to prevent such conflicts, especially when working with ultra-high-net-worth clients.
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![Some Advisors Urge Caution On Big Estate Gifts]()
31 Oct, 2024Some Advisors Urge Caution On Big Estate Gifts
With the potential sunset of the Tax Cuts and Jobs Act on the horizon, our managing director Rick Nott, recently spoke with Edward Hayes to discuss how Angeles Wealth is guiding clients through anticipated tax and estate implications.
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![Sign of Broader Institutional Consultants' Expansion into Wealth Management]()
31 Oct, 2024Sign of Broader Institutional Consultants' Expansion into Wealth Management
Jonathan Foster, a wealth management veteran suggested the firm "create something for families," Michael Rosen said "you need to lead it." Foster became president & CEO of AWM, which currently represents an additional $2+ billion in AUM.
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![Having the Hard Conversations Around Multi-Generational Wealth]()
24 Oct, 2024Having the Hard Conversations Around Multi-Generational Wealth
AWM's President & CEO Jonathan Foster recently joined Derek Schwartz on the Advisor Lab Podcast to discuss family wealth dynamics & the unique wealth management needs of ultra-high-net-worth families & individuals when it comes to preserving wealth.
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![Citadel Staff's Fund Stake Triples to $9 Billion in Four Years]()
17 Oct, 2024Citadel Staff's Fund Stake Triples to $9 Billion in Four Years
"We appreciate the integrity it takes to acknowledge" that a fund has more money than it needs, said Michael Rosen, CIO at Angeles Investment Advisors, speaking generally. "There's a strong financial incentive to hold onto capital because..."
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![Financial Literacy Lessons Can Pave the Way for Planning Conversations]()
14 Oct, 2024Financial Literacy Lessons Can Pave the Way for Planning Conversations
In a recent article for WealthManagement.com, our managing director Rick Nott outlines practical strategies for empowering heirs to be financial stewards for their family.
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![Time to Get on The China ETF Train? Advisors Speak Up]()
10 Oct, 2024Time to Get on The China ETF Train? Advisors Speak Up
"Unless and until the government reembraces the capitalist policies that propelled the extraordinary accretion of wealth in the economy, we will likely remain structurally underweight Chinese equities," said Michael Rosen, CIO at Angeles.
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![How Advisors Can Serve Content Creator Clients]()
3 Oct, 2024How Advisors Can Serve Content Creator Clients
For content creators, creatives and clients with cyclical income, long-term wealth success comes from being flexible and planning through all financial cycles, as our managing director Rick Nott tells Wealth Solutions Report.
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![If a Soft Landing Is in the Cards, Why Aren't Small-Cap Stocks Rallying?]()
3 Oct, 2024If a Soft Landing Is in the Cards, Why Aren't Small-Cap Stocks Rallying?
"It's profits that matter, and the profits are not being generated by the Russell 2000 companies. They're being generated by these big megacap companies, and that's why they're the market leaders." said Michael Rosen, CIO at Angeles.
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![The S&P 500 Hit Multiple Records This Week, But It's Still Nvidia's Market]()
27 Sep, 2024The S&P 500 Hit Multiple Records This Week, But It's Still Nvidia's Market
"Equity markets are driven by profits and the companies that generate the most profits are the ones that lead the market," said Michael Rosen, managing partner and CIO at Angeles Investments.
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![Bond Markets Search for Value as Equities Eye Profits]()
26 Sep, 2024Bond Markets Search for Value as Equities Eye Profits
This afternoon, our CIO Michael Rosen joined Nicole Petallides on Schwab Network to discuss the market's response to the Fed rate cut, the state of the bond market, equity performance and more. Tune in to hear more of Michael's perspective.
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![S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap]()
25 Sep, 2024S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap
"What's changed a bit with the 50 basis point move was a willingness by the Fed to move faster, to be more accommodative, to be more receptive to economic conditions, as opposed to just focusing on inflation," said Michael Rosen, CIO at Angeles.
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![Traders Brace for Least Predictable Fed Meeting in Years]()
18 Sep, 2024Traders Brace for Least Predictable Fed Meeting in Years
As we await the Fed's rate cut decision, our CIO Michael Rosen shares his insights with Reuters on the state of the bond market. He discusses why we believe the market has misjudged the pace of monetary policy over the past 3 years.
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![Stock Market Is in the Homestretch of 2024. It's Time to Buckle Up & Branch Out]()
30 Aug, 2024Stock Market Is in the Homestretch of 2024. It's Time to Buckle Up & Branch Out
With the bond market rallying and long-term treasuries outperforming, Angeles CIO, Michael Rosen questions how much momentum remains: "How much of a rally is left in bonds, even if you expect a massive drop in rates?"
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![Advisors Take Stock After AI Shares Suffer Cruel Summer]()
8 Aug, 2024Advisors Take Stock After AI Shares Suffer Cruel Summer
"It's a legitimate debate about the pace of growth in the future, and the appropriate valuation, but the best performers will be those that generate the most profits," said Michael Rosen, chief investment officer at Angeles Investments.
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