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Insights + Media
Insights from our CIO-
![1st Quarter 2026 - Fire Horse]()
8 Apr, 20261st Quarter 2026 - Fire Horse
This is the Year of the Fire Horse, a 1-in-60-year occurrence that portends great risks and upheaval, but potentially great achievements. We recall the origin story of the Fire Horse, why it is an ominous omen, and suggests more turbulence ahead.
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![Beach Reading]()
19 Mar, 2026Beach Reading
We are having a bit of a heat wave here in Southern California, so take your reading to the beach! I have six new recommendations, all fiction this time, all ...
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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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![Giving]()
27 Jul, 2023Giving "Foxy" a Voice - A Discussion with Michael Rosen on Q2-2023 Commentary
In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.
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![Celebrating 25 Years of Angeles]()
1 Apr, 2026Celebrating 25 Years of Angeles
This year marks the 25th anniversary of Angeles Investments, a milestone that allows us to reflect on what we have built and where we are headed. We are deeply grateful for the clients, partners, and colleagues who have shaped this journey.
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![March 2026 Webinar Replay: The Great Rotation]()
10 Mar, 2026March 2026 Webinar Replay: The Great Rotation
Join our CIO Michael Rosen, for a tour the major shifts we see taking place across markets and the global economy, rising interest rates, inflation, gold, a weakening US dollar, and changing leadership between US and international equities.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![Year End Newsletter 2025]()
4 Dec, 2025Year End Newsletter 2025
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2025.
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![AWM Has Been Named an RIA Team of the Year by InvestmentNews]()
13 Apr, 2026AWM Has Been Named an RIA Team of the Year by InvestmentNews
AWM has been named as an Excellence Awardee for the InvestmentNews Awards RIA Team of the Year, which recognizes advisory teams that demonstrate a strong employee value proposition and exceptional client service & relationship management.
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![Biggest Threats to Wealth: Underappreciated Risks to Your Nest Egg]()
8 Apr, 2026Biggest Threats to Wealth: Underappreciated Risks to Your Nest Egg
Cameron Rogers, partner at Angeles Wealth Management, spoke with Steve Garmhausen about the underappreciated risks she sees"from longevity and multigenerational dependency to the realities of long-term care planning.
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![S&P 500 Posts Fourth Winning Day, Rising on Hopes for Last-Minute Iran Ceasefire]()
6 Apr, 2026S&P 500 Posts Fourth Winning Day, Rising on Hopes for Last-Minute Iran Ceasefire
"The immediate and intermediate impact of the energy disruption is, I think, likely to be under appreciated by the markets, meaning energy prices staying higher for longer," said Michael Rosen, CIO at Angeles.
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![The Banner Year for International Stocks Has Stalled Before It Even Began]()
21 Mar, 2026The Banner Year for International Stocks Has Stalled Before It Even Began
Michael Rosen, CIO at Angeles, said we will likely still maintain some exposure to international markets once the conflict subsides, but for now the war has made it nearly impossible to make a confident call.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel]()
10 May, 2024View more Videos + PodcastsAWM 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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Press Releases
![Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office]()
13 Jan, 2026Read more Press ReleasesAngeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
AWM today announced the acquisition of XO Capital, a boutique firm that offers comprehensive family office and investment management services. This acquisition marks the launch of Angeles Wealth's family office affiliate, Angeles Family Office.
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Market Updates
![March 2026 Global Market Index Performance]()
1 Apr, 2026Read more Market UpdatesMarch 2026 Global Market Index Performance
Global equity and bond markets delivered negative results in March. The S&P 500 returned -5.0%, the MSCI ACWI IMI decreased -7.3%, and developed non-U.S. equities (MSCI EAFE) fell -10.3%. In the U.S., value stocks outperformed growth, while large...
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