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![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...
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![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 its coming in a big way.
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![Angeles Investments Expands Footprint in Midwest]()
22 Dec, 2021Angeles Investments Expands Footprint in Midwest
Former Private Bank Wealth Leader to build upon Angeles success in comprehensive wealth management for private families located in the Midwest
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![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.
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![Rick]()
16 Dec, 2021Rick
To fail or to suffice? It doesn't quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually destroys) Hamlet. But it is a fundamental ...
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![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...
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![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...
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![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.
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![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.
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![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.
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![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...
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![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."
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![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.
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![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
Were sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. Its identified by what the staff and our community has identified to us as places that should be supported. Its a pretty diverse group.
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![Beach Reading]()
12 Nov, 2021Beach Reading
I was expecting this to be a Fireside Reading post, but we are having a heat wave in Southern California that is sending me to the beach. So here are a few suggestions for your literary consideration, ...
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![October 2021 Global Market Index Performance]()
1 Nov, 2021October 2021 Global Market Index Performance
Global equities posted strong returns in October, with the MSCI ACWI IMI up 4.9%, the S&P 500 up 7.0%, and non-US developed equity markets up 2.5% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
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![Basketball is Life]()
28 Oct, 2021Basketball is Life
The last commencement address I gave was in 1978. No one remembers what I said. I know this for three reasons:1. I don't remember what I said2. No one remembers what any commencement speaker ...
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![Why Grantors Should Focus on Capacity-Building to Scale Impact]()
26 Oct, 2021Why Grantors Should Focus on Capacity-Building to Scale Impact
Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. Grantors often think about impact in terms of the specific programs they fund, but these programs will only be as good as the...
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![West Takes East: Harry Grand and AWMs Triumphant Charge Into NYC]()
21 Oct, 2021West Takes East: Harry Grand and AWMs Triumphant Charge Into NYC
From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, bringing aboard four highly experienced wealth management professionals who report to him.
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![Tax-Savvy Wealth Mgmt. Surges in Importance for Financial Advisors & Clients]()
15 Oct, 2021Tax-Savvy Wealth Mgmt. Surges in Importance for Financial Advisors & Clients
Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both deal with complex issues and should be dealt with by separate individuals or teams.
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![3rd Quarter 2021 - Eternity in an Hour]()
5 Oct, 20213rd Quarter 2021 - Eternity in an Hour
One day, after school, Pablo strolled along La Rambla, the wide, tree-lined pedestrian street that runs from the harbor to the Placa de Catalunya, Barcelona's central plaza. He wandered into a used bookstore, and in the back of the store, buried...
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![September 2021 Global Market Index Performance]()
1 Oct, 2021September 2021 Global Market Index Performance
Global equities posted negative returns in September, with the MSCI ACWI IMI down -4.0%, the S&P 500 down -4.7%, and non-US developed equity markets down -2.9% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap...
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![Fee Analysis: Mapping for a Better Future]()
27 Sep, 2021Fee Analysis: Mapping for a Better Future
High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. Read our latest case study to learn how Angeles works with retirement plans.
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![Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments]()
22 Sep, 2021Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments
Its great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time, said Michael Rosen, CIO at Angeles in Santa Monica, Calif. But thats just one element. The other is supply."
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