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![July 2024 Global Market Index Performance]()
1 Aug, 2024July 2024 Global Market Index Performance
Global equity and bond returns were positive in July. The S&P 500 returned 1.2%, the MSCI ACWI increased 2.1%, and developed non-U.S. equities (MSCI EAFE) rose 2.9%. In the U.S., value stocks significantly outperformed growth.
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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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![2nd Quarter 2024 - Verschlimmbesserung]()
8 Jul, 20242nd Quarter 2024 - Verschlimmbesserung
Investors make two big mistakes in assessing the risks of volatility and liquidity in equities. Solving for one problem creates a far bigger one, a notion captured by this mouthful of a German word, Verschlimmbesserung.
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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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![June 2024 Global Market Index Performance]()
1 Jul, 2024June 2024 Global Market Index Performance
Global equity and bond returns were mostly positive in June. The S&P 500 returned 3.6%, the MSCI ACWI increased 1.9%, and developed non-U.S. equities (MSCI EAFE) fell -1.6%. In the U.S., growth stocks significantly outperformed value.
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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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![May 2024 Global Market Index Performance]()
3 Jun, 2024May 2024 Global Market Index Performance
Global equity and bond returns were positive in May. The S&P 500 returned 5.0%, the MSCI ACWI increased 4.1%, and developed non-U.S. equities (MSCI EAFE) rose 3.9%. In the U.S., growth stocks significantly outperformed value while small cap...
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024AWM Speaker Series Featuring Bestselling Author Morgan Housel
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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![Beach Reading]()
8 May, 2024Beach Reading
I'm happy to go to the beach year-round, but it's now really becoming beach weather, so I have five new book suggestions for your next trip to the beach.NonfictionThe Blue Machine, Helen CzerskiWe ...
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![April 2024 Global Market Index Performance]()
1 May, 2024April 2024 Global Market Index Performance
Global equity and bond returns were negative in April. The S&P 500 returned -4.1%, the MSCI ACWI decreased -3.4%, and developed non-U.S. equities (MSCI EAFE) fell -2.6%. In the U.S., growth stocks slightly outperformed value while large cap...
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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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![1st Quarter 2024 - Luminiferous]()
9 Apr, 20241st Quarter 2024 - Luminiferous
One of America's greatest scientists was responsible for the most famous failed experiment in history. Therein lies lessons for investors today. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, Michael Rosen.
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![2023 Sustainability Report]()
5 Apr, 20242023 Sustainability Report
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.
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![Transitioning to OCIO: Enhancing a Foundation's Mission Alignment]()
2 Apr, 2024Transitioning to OCIO: Enhancing a Foundation's Mission Alignment
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundationÃs transition to a fully discretionary, OCIO.
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![March 2024 Global Market Index Performance]()
1 Apr, 2024March 2024 Global Market Index Performance
Global equity returns were positive for March. The S&P 500 returned 3.2% and the MSCI ACWI increased 3.2%, while developed non-U.S. equities (MSCI EAFE) rose 3.3%. In the U.S., value stocks outperformed growth while small cap outperformed large cap.
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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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