Latest Blog: Fireside Reading - 03/01/2024
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1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024
One of America's greatest scientists was responsible for the most famous failed experiment in history. Therein lies lessons for investors today. We ...
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2023 SUSTAINABILITY REPORT 04-05-2024
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. ...
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TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT 04-02-2024
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study ...
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MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE 04-01-2024
Global equity returns were positive for March. The S&P 500 returned 3.2% and the MSCI ACWI increased 3.2%, while developed non-U.S. equities (MSCI ...
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ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024
"Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles ...
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GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS 03-19-2024
"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 ...
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IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS. 03-13-2024
Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help ...
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FIRESIDE READING 03-01-2024
Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! FictionBaumgartner, Paul AusterBaumgartner ...
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WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH 03-01-2024
"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 ...
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FEBRUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 03-01-2024
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 ...
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AWM'S RICK NOTT RECOGNIZED AS ONE OF THE TOP BLACK FINANCIAL ADVISORS OF 2024 02-28-2024
In celebration of Black History Month, we're thrilled Angeles Wealth Management managing director Rick Nott has been recognized in Wealth Solutions ...
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SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024
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, ...
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WEBINAR REPLAY - THE MYSTERIOUS HORIZON 02-14-2024
Angeles' CIO, Michael Rosen, provided a glimpse over The Mysterious Horizon. During the program, Michael examined the economy, prevailing sentiment, ...
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RISK-PARITY QUANTS REEL AS CPI-FUELED ROUT SPREADS ACROSS ASSETS 02-13-2024
"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 ...
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NASDAQ SLIPS FROM NEAR ALL-TIME HIGH, DOW UP MODESTLY AHEAD OF INFLATION DATA 02-12-2024
"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 ...
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AWM APPOINTS RICK NOTT AS MANAGING DIRECTOR, CAPPING 6TH STRAIGHT YEAR OF GROWTH 02-08-2024
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. 02-07-2024
Another strategy is simply to "follow the profits," says Michael Rosen, CIO at Angeles Wealth. His firm emphasizes growth over value, large-caps over ...
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JANUARY 2024 GLOBAL MARKET INDEX PERFORMANCE 02-01-2024
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 ...
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MICROSOFT, ALPHABET UNDER PRESSURE TO SHOW AI EARNINGS BOOST 01-30-2024
"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 ...
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WHERE TO INVEST $1 MILLION RIGHT NOW 01-18-2024
Our Chief Investment Officer, Michael Rosen, shares his insights on where to strategically allocate $1 million in the current market. Check out his ...
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4TH QUARTER 2023 - STORMS 01-09-2024
Confronting seemingly intractable problems with determination & innovation are necessary for investment success. Storms tells the story of the ...
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DECEMBER 2023 GLOBAL MARKET INDEX PERFORMANCE 01-02-2024
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 ...
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FIRESIDE READING 12-21-2023
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 ...
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IT'S THE MAGNIFICENT SEVEN'S MARKET. THE OTHER STOCKS ARE JUST LIVING IN IT. 12-17-2023
"Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? ...
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