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Featured News
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![Jon Foster: Multigenerational Planning and the Psychology of Big Wealth]()
30 Apr, 2024Jon Foster: Multigenerational Planning and the Psychology of Big Wealth
On the latest episode of Greg Bartalos' The Way Forward Podcast, Angeles Wealth's President and CEO Jonathan Foster discusses how the firm works with wealthy families on multigenerational wealth planning, philanthropy, and more.
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![Celebrity, Charity, Diversity: Insights from a 'Financial Architect']()
30 Apr, 2024Celebrity, Charity, Diversity: Insights from a 'Financial Architect'
Angeles Wealth managing director Rick Nott opens up about the personal journey that led him to a career as a financial advisor. He reflects on his upbringing and coming up in the industry during the Global Financial Crisis.
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![Angeles Named a Greenwich Quality Leader for Seventh Consecutive Year]()
26 Apr, 2024Angeles Named a Greenwich Quality Leader for Seventh Consecutive Year
Angeles is proud to be named a Greenwich Quality Leader for the seventh consecutive year. We are grateful to you, our clients, for the partnership and trust which form the foundation of each relationship and is at the core of what we do each day.
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![Advisors Increasing Allocations as Small-caps Rally]()
22 Mar, 2024Advisors Increasing Allocations as Small-caps Rally
"Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles CIO, Michael Rosen. "Small-caps are also much more leveraged than large-caps, thus riskier..."
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![Getting a Family to the Table to Discuss Giving is Tougher than it Sounds]()
19 Mar, 2024Getting a Family to the Table to Discuss Giving is Tougher than it Sounds
"The real question is 'What is our clientÃs legacy?'" Chloe said. "What does that mean? And so we make sure that the plans we put forward reflect that and can make sure that their legacy is carried forward."
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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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![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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![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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![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. "Those characteristics are where the profits are."
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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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![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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![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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![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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![How Financial Advisor Clients Perceive the Current Environment]()
10 Nov, 2023How Financial Advisor Clients Perceive the Current Environment
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of current macro environment conditions, year-end giving and philanthropic strategies, and more.
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![Best Books on Investing]()
8 Nov, 2023Best Books on Investing
"Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But investors can, and do, lose by underperforming the market for a myriad of reasons."
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![No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter]()
26 Oct, 2023No Recession in Sight: The US Economy Grew 4.9% Annual Rate in the 3rd Quarter
Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we remain fully invested," he said.
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![Here's How Many Billionaires And Millionaires Live In The U.S.]()
20 Oct, 2023Here's How Many Billionaires And Millionaires Live In The U.S.
While it might seem like making a "best of" list for the world's wealthiest would be a one-way ticket to Easy Street, Jon Foster, CEO of Angeles Wealth Management, says that a pile of money comes with its fair share of challenges.
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![Bond Market Experts Offer Road Map for What Lies Ahead]()
13 Oct, 2023Bond Market Experts Offer Road Map for What Lies Ahead
Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors should be considering.
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![Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors]()
6 Oct, 2023Commentary: Hedge Funds do not Offer Value to Pension Funds and Other Investors
Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but positive returns regardless of market conditions. One percent per month was the oft-cited promise."
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