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22 Mar, 2024
Advisors 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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19 Mar, 2024
Getting a Family to the Table to Discuss Giving is Tougher than it Sounds
"The real question is 'What is our clients 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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13 Mar, 2024
Is 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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1 Mar, 2024
Fireside Reading
Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! FictionBaumgartner, Paul AusterBaumgartner is a philosophy professor at Princeton, nearing ...
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1 Mar, 2024
Wall 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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1 Mar, 2024
February 2024 Global Market Index Performance
Global equity returns were positive for February. The S&P 500 returned 5.3% and the MSCI ACWI increased 4.2%, while developed non-U.S. equities (MSCI EAFE) rose 1.8%. In the U.S., growth stocks outperformed value while small cap outperformed large...
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28 Feb, 2024
AWM'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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26 Feb, 2024
Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency
At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.
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14 Feb, 2024
Webinar Replay - The Mysterious Horizon
Angeles' CIO, Michael Rosen, provided a glimpse over The Mysterious Horizon. During the program, Michael examined the economy, prevailing sentiment, markets, & the structural challenges facing long-term government debt using the lens of history.
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13 Feb, 2024
Risk-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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12 Feb, 2024
Nasdaq 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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8 Feb, 2024
AWM 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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7 Feb, 2024
King 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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1 Feb, 2024
January 2024 Global Market Index Performance
Global equity' returns were mostly positive for the first month of 2024. The S&P 500 returned 1.7\% and the MSCI ACWI increased 0.2\%, while developed non-U.S. equities rose 0.6\%. In the U.S., growth stocks outperformed value while large cap...
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30 Jan, 2024
Microsoft, 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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18 Jan, 2024
Where 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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9 Jan, 2024
4th Quarter 2023 - Storms
Confronting seemingly intractable problems with determination & innovation are necessary for investment success. Storms tells the story of the extraordinary engineer whose failed projects led to ultimate success in the US' greatest accomplishment.
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2 Jan, 2024
December 2023 Global Market Index Performance
Global equities posted positive returns for the final month of 2023. The S&P 500 returned 4.5% and the MSCI ACWI increased 5.2%, while developed non-U.S. equities rose 5.3%. In the U.S., value stocks largely outperformed growth, while large cap...
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21 Dec, 2023
Fireside Reading
I hope you have a wonderful holiday season, with ample time to enjoy some good books next to a crackling fire. I have an even-dozen to recommend. Best wishes to all!FictionOld God's Time, Sebastian ...
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17 Dec, 2023
It'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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14 Dec, 2023
Markets 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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11 Dec, 2023
Money Life with Chuck Jaffe
As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.
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6 Dec, 2023
Year End Newsletter 2023
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2023.
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4 Dec, 2023
Chloe Wohlforth has been included on InvestmentNews' Hot List for 2023
Were pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023.
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