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![Friendships]()
19 Dec, 2024Friendships
Last month, I returned to college for a ceremony honoring my coach. I have stayed in touch with Coach all these years, it is one of my most treasured friendships, as well as with some teammates, but ...
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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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![Year End Newsletter 2024]()
12 Dec, 2024Year End Newsletter 2024
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2024.
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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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![Fireside Reading]()
9 Dec, 2024Fireside Reading
Seven selections for your winter reading, including my Book of the Year. May you have a warm and enchanting reading season.NonfictionAutocracy, Inc., Anne ApplebaumApplebaum and her neoliberal ...
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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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![November 2024 Global Market Index Performance]()
2 Dec, 2024November 2024 Global Market Index Performance
Global equity and bond returns were mostly positive in November. The S&P 500 returned 5.9% and the MSCI ACWI increased 3.9%, while developed non-U.S. equities (MSCI EAFE) fell -0.6%. In the U.S., growth stocks outperformed value.
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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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![October 2024 Global Market Index Performance]()
1 Nov, 2024October 2024 Global Market Index Performance
Global equity and bond returns were negative in October. The S&P 500 returned -0.7% while the MSCI ACWI decreased -2.3%, and developed non-U.S. equities (MSCI EAFE) fell -5.4%. In the U.S., growth stocks...
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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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![Webinar Replay - Politics and Profits]()
17 Oct, 2024Webinar Replay - Politics and Profits
On election day, investors often face a range of important questions and considerations. Elections matter on many levels, but do they matter to the markets? Do markets fare better under Democrats or Republicans?
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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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![3rd Quarter 2024 - Maginot]()
8 Oct, 20243rd Quarter 2024 - Maginot
"Don't fight the last war" is sound advice to military planners, but also good guidance for investors and policymakers. Maginot examines the consequences of failing to follow this adage by investors, politicians and generals.
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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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