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![Is Your Advisory Client Considering a Charitable Legacy? Here are Some Tips.]()
13 Mar, 2024Is 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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![Fireside Reading]()
1 Mar, 2024Fireside 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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![Wall Street Turbocharges Bitcoin's Wild Rally and Rakes In Cash]()
1 Mar, 2024Wall 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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![February 2024 Global Market Index Performance]()
1 Mar, 2024February 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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![AWM's Rick Nott Recognized as One of the Top Black Financial Advisors of 2024]()
28 Feb, 2024AWM'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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![Speaker Series: Ben McKenzie & Jon Foster talk Cryptocurrency]()
26 Feb, 2024Speaker 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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![Webinar Replay - The Mysterious Horizon]()
14 Feb, 2024Webinar 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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![Risk-Parity Quants Reel as CPI-Fueled Rout Spreads Across Assets]()
13 Feb, 2024Risk-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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![Nasdaq Slips from Near All-Time High, Dow up Modestly Ahead of Inflation Data]()
12 Feb, 2024Nasdaq 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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![AWM Appoints Rick Nott as Managing Director, Capping 6th Straight Year of Growth]()
8 Feb, 2024AWM 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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![King Cash Is Being Dethroned. What to Buy Now.]()
7 Feb, 2024King 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. ÃÅ"Those characteristics are where the profits are."
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![January 2024 Global Market Index Performance]()
1 Feb, 2024January 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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![Microsoft, Alphabet Under Pressure to Show AI Earnings Boost]()
30 Jan, 2024Microsoft, 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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![Where to Invest $1 Million Right Now]()
18 Jan, 2024Where 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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![4th Quarter 2023 - Storms]()
9 Jan, 20244th 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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![December 2023 Global Market Index Performance]()
2 Jan, 2024December 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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![Fireside Reading]()
21 Dec, 2023Fireside 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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![It's the Magnificent Seven's Market. The Other Stocks Are Just Living in It.]()
17 Dec, 2023It'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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![Markets Cheer Fed Outlook, but the Rally Complicates It]()
14 Dec, 2023Markets 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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![Money Life with Chuck Jaffe]()
11 Dec, 2023Money 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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![Year End Newsletter 2023]()
6 Dec, 2023Year 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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![Chloe Wohlforth has been included on InvestmentNews' Hot List for 2023]()
4 Dec, 2023Chloe Wohlforth has been included on InvestmentNews' Hot List for 2023
WeÃre pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023.
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![November 2023 Global Market Index Performance]()
1 Dec, 2023November 2023 Global Market Index Performance
Global equities posted positive returns in November. The S&P 500 returned 9.1% and the MSCI ACWI increased 9.2%, while developed non-U.S. equities rose 9.3%. In the U.S., value stocks underperformed growth, while large cap slightly outperformed...
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![OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines]()
27 Nov, 2023OCIOs Flag Potential to 'Game' Proposed GIPS Guidelines
Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total return aggressive" composite as a portfolio with an 80/20 allocation to public equities and cash.
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