-
Featured News
293 Results-
![Financial Advisors Building Up Holistic Planning Capabilities]()
28 Mar, 2022Financial Advisors Building Up Holistic Planning Capabilities
Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your approach toward guiding clients to reach their financial and philanthropic goals.
-
![The 60/40 Portfolio Needs a Rethink. What to Do Now.]()
22 Mar, 2022The 60/40 Portfolio Needs a Rethink. What to Do Now.
With inflation now surging and interest rates on the rise, a rethink of long-term investment strategy may be in order. Our CIO, Michael Rosen gives his thoughts on the latest from Lauren Foster in Barron's.
-
![Q&A w/ Michael Rosen: Energy Best Place to]()
15 Mar, 2022Q&A w/ Michael Rosen: Energy Best Place to "Hide" from Potential Recession
The odds of an economic recession are increasing in the country as the Federal Reserve is forced to take a more aggressive approach due to inflation. Our CIO Michael Rosen addresses this & more with Lisa Mattackal on the Reuters Global Markets Forum.
-
![Seeking Liquidity, Texas ERS Also Got a High-yield Bargain]()
14 Mar, 2022Seeking Liquidity, Texas ERS Also Got a High-yield Bargain
Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, a result of discrepancies among the high-yield indexes that the largest ETF sponsors replicate.
-
![The Russia-Ukraine War: What Investors Should - and Shouldn't - Do Now]()
25 Feb, 2022The Russia-Ukraine War: What Investors Should - and Shouldn't - Do Now
This history is pertinent, says Michael Rosen, managing partner and CIO at Angeles Investments and Angeles Wealth Management: "History tells us that major geopolitical events will have almost no impact on markets after six to 12 months."
-
![Ron Carson's Pursuit of Significance]()
14 Feb, 2022Ron Carson's Pursuit of Significance
Jon Foster, president and CEO at Angeles Wealth, a Los Angeles-based RIA with more than $900 million in assets, worked closely with the founder at Carson Group from 2009 to 2011. Foster said Carson was "mercurial" and Type A "with a capital A".
-
![Recapping Earnings Season So Far]()
10 Feb, 2022Recapping Earnings Season So Far
Our CIO Michael Rosen broke down earnings to date, record-high inflation, why he's opposed to bonds and in favor of equities, and more with Nicole Petallides at TD Ameritrade.
-
![Wall Street's Epic Bonuses Are Back]()
3 Feb, 2022Wall Street's Epic Bonuses Are Back
Tune in to our CIO Michael Rosen's segment on Bloomberg Radio where he shared his thoughts on buying opportunities in the equity market and why investors should stay away from bonds. Listen to the full interview starting at 25:37.
-
![5 Strategies for Charity-Minded Clients in 2022]()
1 Feb, 20225 Strategies for Charity-Minded Clients in 2022
"There are a lot of different nuances that go into what's the most tax-efficient way to accomplish philanthropic goals, and it really depends on the client's personal tax situation, their estate planning, and whatever the tax code says that year"...
-
![How Funders Can Assess Nonprofit Effectiveness for Investment]()
24 Jan, 2022How Funders Can Assess Nonprofit Effectiveness for Investment
As with any investment, the decision to support a nonprofit should be grounded in empirical evidence. An organization is worthy of investment if it's having a concrete, positive impact in the community and it's run well enough to maintain...
-
![Netflix Plunge Deepens Nasdaq's Correction]()
21 Jan, 2022Netflix Plunge Deepens Nasdaq's Correction
"Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. "We're facing an enormous change of monetary policy we havenÃt seen in a very long time."
-
![Advisors Share Top Investment Recommendations for 2022]()
19 Jan, 2022Advisors Share Top Investment Recommendations for 2022
"There is no case for investors to own high-quality bonds," our CIO Michael Rosen tells Steve Garmhausen in his latest "The Big Q" column for Barron's.
-
![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 itÃs coming in a big way.
-
![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
-
![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...
-
![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...
-
![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.
-
![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.
-
![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."
-
![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.
-
![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
WeÃre sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. It's identified by what the staff and our community has identified to us as places that should be supported. It's a pretty diverse group.
-
![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...
-
![West Takes East: Harry Grand and AWMÃs Triumphant Charge Into NYC]()
21 Oct, 2021West Takes East: Harry Grand and AWMÃs 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.
-
![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.
-
