-
Search All Media
685 Results-
![Fireside Reading]()
8 Feb, 2022Fireside Reading
It's beach weather in LA this week, but in deference to the rest of the country, we'll stay with Fireside Reading. Three amazing novels and one fast-paced nonfiction romp through the world of ...
-
![Wall Street's Epic Bonuses Are Back]()
3 Feb, 2022Wall Street's Epic Bonuses Are Back
Tune in to our CIO Michael Rosen's segment on Bloomberg Radio where he shared his thoughts on buying opportunities in the equity market and why investors should stay away from bonds. Listen to the full interview starting at 25:37.
-
![January 2022 Global Market Index Performance]()
1 Feb, 2022January 2022 Global Market Index Performance
Global equities posted negative returns in January, with the MSCI ACWI IMI and the S&P 500 down -5.2%, and non-US developed equity markets down -4.8% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
-
![5 Strategies for Charity-Minded Clients in 2022]()
1 Feb, 20225 Strategies for Charity-Minded Clients in 2022
"There are a lot of different nuances that go into what's the most tax-efficient way to accomplish philanthropic goals, and it really depends on the client's personal tax situation, their estate planning, and whatever the tax code says that year"...
-
![Angeles Investment Advisors Appoints Head of Client Development]()
31 Jan, 2022Angeles Investment Advisors Appoints Head of Client Development
Angeles Investment Advisors, LLC, a global multi-asset investment management firm, announced today the hiring of Garry Duncan, CAIA, as Head of Client Development.
-
![How Funders Can Assess Nonprofit Effectiveness for Investment]()
24 Jan, 2022How Funders Can Assess Nonprofit Effectiveness for Investment
As with any investment, the decision to support a nonprofit should be grounded in empirical evidence. An organization is worthy of investment if itÃs having a concrete, positive impact in the community and it's run well enough to maintain...
-
![Netflix Plunge Deepens Nasdaq's Correction]()
21 Jan, 2022Netflix Plunge Deepens Nasdaq's Correction
"Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. "We're facing an enormous change of monetary policy we havenÃt seen in a very long time."
-
![Advisors Share Top Investment Recommendations for 2022]()
19 Jan, 2022Advisors Share Top Investment Recommendations for 2022
"There is no case for investors to own high-quality bonds," our CIO Michael Rosen tells Steve Garmhausen in his latest "The Big Q" column for Barron's.
-
![4th Quarter 2021 - Optics]()
12 Jan, 20224th Quarter 2021 - Optics
Euclid wrote Elements 2,300 years ago. It consists of thirteen volumes of mathematical proofs, essentially inventing the field of geometry. It is the foremost work of deductive reasoning, the use of logic to establish hypotheses or proofs.
-
![Angeles Appoints Two New Partners and Establishes New Head of Private Markets]()
12 Jan, 2022Angeles Appoints Two New Partners and Establishes New Head of Private Markets
Angeles Investment Advisors, LLC, , a global multi-asset investment management firm, announced today the admission of two new partners and the establishment of a new position, Head of Private Markets.
-
![December 2021 Global Market Index Performance]()
3 Jan, 2022December 2021 Global Market Index Performance
Global equities posted positive returns in December, with the MSCI ACWI IMI up 4.0%, the S&P 500 up 4.5%, and non-US developed equity markets up 5.1% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...
-
![Best Advisor Interviews: 10 Answers to Get You Thinking]()
29 Dec, 2021Best Advisor Interviews: 10 Answers to Get You Thinking
The financial advice industry is booming and everyone in it seems really sanguine. What if anything should the industry be worried about? I think fee compression is coming and I think itÃs coming in a big way.
-
![Angeles Investments Expands Footprint in Midwest]()
22 Dec, 2021Angeles Investments Expands Footprint in Midwest
Former Private Bank Wealth Leader to build upon Angelesà success in comprehensive wealth management for private families located in the Midwest
-
![Angeles Expands Footprint in Midwest; Appoints Gary Cloudman to Chicago Office]()
20 Dec, 2021Angeles Expands Footprint in Midwest; Appoints Gary Cloudman to Chicago Office
Angeles Investments has welcomed our newest Managing Director, Gary Cloudman! We are thrilled to expand our footprint into the Midwest and have Gary lead and open the Chicago Private Wealth Office.
-
![Rick]()
16 Dec, 2021Rick
To fail or to suffice? It doesnt quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually destroys) Hamlet. But it is a fundamental question ...
-
![What Advisors Should Know About Donor-Advised Funds]()
10 Dec, 2021What Advisors Should Know About Donor-Advised Funds
A donor-advised fund is an account set up for the sole purpose of supporting 501(c)3 charities approved by the IRS, says Chloe Wohlforth, certified financial planner and managing director at Angeles Wealth Management, a firm that specializes in...
-
![How Nonprofits Can Work With the Private Sector to Scale Impact]()
9 Dec, 2021How Nonprofits Can Work With the Private Sector to Scale Impact
The past year and a half has been a time of extraordinary social mobilization in the United States. From the protests for racial equality to the heightened awareness of vast disparities in access to health care, education, and other basic...
-
![Best Wishes for a Healthy Holiday Season and a Happy New Year]()
8 Dec, 2021Best Wishes for a Healthy Holiday Season and a Happy New Year
In honor of our clients, Angeles Investments supported these fine organizations throughout 2021. We are ever grateful for your support & friendship. THANK YOU. Best wishes for a joyful holiday and a Happy New Year.
-
![CalPERS is Turning to Private Equity & Leverage to Boost Returns & Reduce Risk]()
6 Dec, 2021CalPERS is Turning to Private Equity & Leverage to Boost Returns & Reduce Risk
"To me, this highlights the biggest challenge that institutional investors have, which is achieving a rate of return that will meet their investment goals," said Michael Rosen, chief investment officer at Angeles Investment Advisors.
-
![Losing Her Father on 9/11 Led This Woman to Help People Manage Their Money]()
3 Dec, 2021Losing Her Father on 9/11 Led This Woman to Help People Manage Their Money
In the weeks after 9/11, the family's friends rallied around Chloe and her mother. When one of them asked about the family's financial situation, it triggered a set of events that no one could have predicted.
-
![November 2021 Global Market Index Performance]()
1 Dec, 2021November 2021 Global Market Index Performance
Global equities posted negative returns in November, with the MSCI ACWI IMI down -2.7%, the S&P 500 down -0.7%, and non-US developed equity markets down -4.7% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap...
-
![Looking to Diversify? Think Real Estate]()
29 Nov, 2021Looking to Diversify? Think Real Estate
"Yale has significant material advantages that very few investors have," says Michael Rosen. "It's not quite so simple for investors to replicate what Yale has achieved simply by following their asset allocation model."
-
![Stay Invested & Ride Out Market Volatility]()
19 Nov, 2021Stay Invested & Ride Out Market Volatility
Michael Rosen says to stay invested as there is a strong economy and an accommodative Fed. Regarding inflation, he believes that the Fed is playing with fire, and investors should avoid bonds in favor of cash.
-
![Tis Almost the Season: the Holiday Gifts Financial Advisors Are Giving Clients]()
17 Nov, 2021Tis Almost the Season: the Holiday Gifts Financial Advisors Are Giving Clients
WeÃre sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. ItÃs identified by what the staff and our community has identified to us as places that should be supported. ItÃs a pretty diverse group.
-
