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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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![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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![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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![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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