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Featured News
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![AWM Recognized as RIA of the Year by Institutional Investor's RIA Intel]()
1 Aug, 2024AWM Recognized as RIA of the Year by Institutional Investor's RIA Intel
Angeles Wealth Management celebrates its recognition as RIA Intel's registered investment advisor (RIA) of the Year in the "$1 billion - $10 billion assets under management (AUM)" category.
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![Geopolitics is Back to Break Markets' Stride]()
22 Jul, 2024Geopolitics is Back to Break Markets' Stride
"For thirty years, investors have benefitted from the greatest era of globalization and geopolitical stability the world has seen," said Michael Rosen, chief investment officer of Angeles Investments in Santa Monica.
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![Here's Where Money Managers are Seeking Income at Mid-Year as Rates Stay High]()
5 Jul, 2024Here's Where Money Managers are Seeking Income at Mid-Year as Rates Stay High
The prospect of "higher for longer" rates has made short-term fixed income assets especially attractive. In a recent CNBC article, our CIO, Michael Rosen, discussed how we're using collateralized loan obligations (CLOs) in portfolios.
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![Advisors See Financial Literacy As Key Step For Women Clients]()
25 Jun, 2024Advisors See Financial Literacy As Key Step For Women Clients
Chloe Wohlforth highlighted Angeles Wealth's approach to enhancing financial literacy for women. She emphasized how our advisors remain accessible, helping our clients access the information they need to achieve their long-term wealth goals.
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![A Backdoor Roth and 2 More Ways to Save on Taxes]()
10 Jun, 2024A Backdoor Roth and 2 More Ways to Save on Taxes
Safeguarding family wealth across generations requires careful planning, particularly when implementing optimal tax strategies. In a piece written by our managing director Rick Nott, he explores three crucial, lesser-known, strategies.
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![Will We See a Global Tax on Billionaires?]()
5 Jun, 2024Will We See a Global Tax on Billionaires?
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 billionaires aligns with America's values of capitalism and entrepreneurship.
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![Advisors Name the Most Overlooked Financial Issues During Divorce Proceedings]()
5 Jun, 2024Advisors Name the Most Overlooked Financial Issues During Divorce Proceedings
"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 offering practical financial advice," says our partner and head of the New York office Harry Grand.
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![Emerging-Market Stocks' Latest Bout of Weakness Likely Won't Last]()
5 Jun, 2024Emerging-Market Stocks' Latest Bout of Weakness Likely Won't Last
"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 also notes the consistent outperformance & reliability of the U.S. compared to international markets.
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![Jon Foster: Multigenerational Planning and the Psychology of Big Wealth]()
30 Apr, 2024Jon Foster: Multigenerational Planning and the Psychology of Big Wealth
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 wealthy families on multigenerational wealth planning, philanthropy, and more.
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![Celebrity, Charity, Diversity: Insights from a 'Financial Architect']()
30 Apr, 2024Celebrity, Charity, Diversity: Insights from a 'Financial Architect'
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 upbringing and coming up in the industry during the Global Financial Crisis.
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![Angeles Named a Greenwich Quality Leader for Seventh Consecutive Year]()
26 Apr, 2024Angeles Named a Greenwich Quality Leader for Seventh Consecutive Year
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 trust which form the foundation of each relationship and is at the core of what we do each day.
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![Advisors Increasing Allocations as Small-caps Rally]()
22 Mar, 2024Advisors Increasing Allocations as Small-caps Rally
"Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles CIO, Michael Rosen. "Small-caps are also much more leveraged than large-caps, thus riskier..."
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![Getting a Family to the Table to Discuss Giving is Tougher than it Sounds]()
19 Mar, 2024Getting a Family to the Table to Discuss Giving is Tougher than it Sounds
"The real question is 'What is our clientÃs legacy?'" Chloe said. "What does that mean? And so we make sure that the plans we put forward reflect that and can make sure that their legacy is carried forward."
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![Is Your Advisory Client Considering a Charitable Legacy? Here are Some Tips.]()
13 Mar, 2024Is Your Advisory Client Considering a Charitable Legacy? Here are Some Tips.
Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help clients making the transition from accumulating assets to creating a charitable legacy.
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![Wall Street Turbocharges Bitcoin's Wild Rally and Rakes In Cash]()
1 Mar, 2024Wall Street Turbocharges Bitcoin's Wild Rally and Rakes In Cash
"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 multi-asset investment firm Angeles Investments, adding that he believes faith in cryptocurrencies...
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![AWM's Rick Nott Recognized as One of the Top Black Financial Advisors of 2024]()
28 Feb, 2024AWM's Rick Nott Recognized as One of the Top Black Financial Advisors of 2024
In celebration of Black History Month, we're thrilled Angeles Wealth Management managing director Rick Nott has been recognized in Wealth Solutions Report's Pathfinder Awards program as one of the Top Black Financial Advisors of 2024.
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![Risk-Parity Quants Reel as CPI-Fueled Rout Spreads Across Assets]()
13 Feb, 2024Risk-Parity Quants Reel as CPI-Fueled Rout Spreads Across Assets
"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 negatively correlated. That has been true for the past 20+ years, but may no longer be true today."
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![Nasdaq Slips from Near All-Time High, Dow up Modestly Ahead of Inflation Data]()
12 Feb, 2024Nasdaq Slips from Near All-Time High, Dow up Modestly Ahead of Inflation Data
"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 in the Fed funds rate," said Michael Rosen. "No one wants to make a big bet one way or the other."
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![AWM Appoints Rick Nott as Managing Director, Capping 6th Straight Year of Growth]()
8 Feb, 2024AWM Appoints Rick Nott as Managing Director, Capping 6th Straight Year of Growth
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.]()
7 Feb, 2024King Cash Is Being Dethroned. What to Buy Now.
Another strategy is simply to "follow the profits," says Michael Rosen, CIO at Angeles Wealth. His firm emphasizes growth over value, large-caps over small-caps, and U.S. over foreign stocks. "Those characteristics are where the profits are."
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![Microsoft, Alphabet Under Pressure to Show AI Earnings Boost]()
30 Jan, 2024Microsoft, Alphabet Under Pressure to Show AI Earnings Boost
"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 we're trying to figure out the drivers of growth going forward," said Michael Rosen, CIO of Angeles.
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![Where to Invest $1 Million Right Now]()
18 Jan, 2024Where to Invest $1 Million Right Now
Our Chief Investment Officer, Michael Rosen, shares his insights on where to strategically allocate $1 million in the current market. Check out his recommendations for fixed income and more thoughts on balancing risk and return.
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![It's the Magnificent Seven's Market. The Other Stocks Are Just Living in It.]()
17 Dec, 2023It's the Magnificent Seven's Market. The Other Stocks Are Just Living in It.
"Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? Because that's what I want to own."
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![Markets Cheer Fed Outlook, but the Rally Complicates It]()
14 Dec, 2023Markets Cheer Fed Outlook, but the Rally Complicates It
"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 Michael Rosen, chief investment officer of Angeles Investments.
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