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![A Dark Stain on American History and the Patriot who Stood in Opposition]()
6 Aug, 2025A Dark Stain on American History and the Patriot who Stood in Opposition
At AWM, we believe leadership takes courage, especially in times of challenge. Jonathan Foster, our President and CEO, reflects on his great-great-grandfather, Senator George Frisbie Hoar, who bravely opposed the Chinese Exclusion Act.
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![Angeles Investments Earns B Corporation Recertification]()
5 Aug, 2025Angeles Investments Earns B Corporation Recertification
Angeles Investments is proud to announce that it has been recertified as a B Corporation (B Corp) by B Lab, the nonprofit organization that administers the certification.
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![July 2025 Global Market Index Performance]()
1 Aug, 2025July 2025 Global Market Index Performance
Global equity and bond returns delivered mixed results in July. The S&P 500 returned 2.2%, the MSCI ACWI IMI increased 1.3%, and developed non-U.S. equities (MSCI EAFE) decreased -1.4%. In the U.S., value stocks underperformed growth.
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![Wall Street Wants to Make Private Markets a Little More Public]()
19 Jul, 2025Wall Street Wants to Make Private Markets a Little More Public
Angeles Wealth Management's CEO, Jonathan Foster, fears that broadening access to private markets opens the door for highly speculative derivative securities that play into retail investors' worst impulses.
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![Beach Reading]()
18 Jul, 2025Beach Reading
Most of you know that Beach Reading is not a list of "summertime" romances or light novels, but rather my usual mix of fiction and nonfiction books that I think rise to the level of being worthy of ...
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![2nd Quarter 2025 - Seed Bank]()
7 Jul, 20252nd Quarter 2025 - Seed Bank
Investment principles are rooted in true experiences, but investment success comes from cross-fertilizing those principles with new ideas to adapt to the new environment. We hope you enjoy this quarter's letter.
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![June 2025 Global Market Index Performance]()
1 Jul, 2025June 2025 Global Market Index Performance
Global equity and bond returns were strongly positive in June. The S&P 500 returned 5.1%, the MSCI ACWI IMI increased 3.4%, and developed non-U.S. equities (MSCI EAFE) rose 2.2%. In the U.S., growth stocks outperformed value.
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![Private Equity - Why Now, Why Still]()
23 Jun, 2025Private Equity - Why Now, Why Still
Despite recent headlines, the rumors of Private Equitys (PE) demise are greatly exaggerated. PE has historically faced similar challenges, adapted, and recovered stronger. We believe that will again be the case.
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![How CIOs, OCIOs Are Structured to Face New Investing & Operational Challenges]()
2 Jun, 2025How CIOs, OCIOs Are Structured to Face New Investing & Operational Challenges
Michael Rosen, CIO of Angeles Investments, says beyond just summarization, AI tools can highlight areas or word combinations, allowing the human team to follow up if they want more information. On the portfolio side, AI may identify risk factors.
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![May 2025 Global Market Index Performance]()
2 Jun, 2025May 2025 Global Market Index Performance
Global equities surged in May. The S&P 500 returned 6.3%, the MSCI ACWI IMI increased 5.8%, and developed non-U.S. equities (MSCI EAFE) rose 4.6%. In the U.S., growth stocks outperformed value. The Bloomberg Aggregate Bond Index returned -0.7%...
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![AWM is Pleased to Announce the Addition of Cameron Rogers as Partner]()
21 May, 2025AWM is Pleased to Announce the Addition of Cameron Rogers as Partner
With more than 15 years of experience in investing, Cameron has advised individuals, families & nonprofits on a wide range of complex financial matters - including public & private markets, generational wealth transitions & sustainable strategies.
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![Angeles Wealth Recognized as 5-Star Wealth Management Team]()
12 May, 2025Angeles Wealth Recognized as 5-Star Wealth Management Team
In its inaugural ranking, Angeles Wealth Management has been recognized as one of Investment News' 5-Star Wealth Management Teams for 2025! This list honors top-performing firms across the country.
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![The Great Wealth Transfer's Not Just About the Money]()
4 May, 2025The Great Wealth Transfer's Not Just About the Money
Over the next 25 years, $54 trillion is expected to move to surviving spouses, a shift that Angeles Wealth's President & CEO Jonathan Foster calls "the great horizontal wealth transfer."
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![April 2025 Global Market Index Performance]()
1 May, 2025April 2025 Global Market Index Performance
Global equity and bond returns delivered mixed results in April. The S&P 500 returned -0.7%, while the MSCI ACWI increased 0.9% and developed non-U.S. equities (MSCI EAFE) rose 4.6%. In the U.S., growth stocks underperformed value.
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![Consultants Tell Investors to Brace for Trade War, Potential Recession]()
29 Apr, 2025Consultants Tell Investors to Brace for Trade War, Potential Recession
"The U.S. has been much more liberal in fiscal spending than Europe or China has been... which is partly why our economy has performed so well," Rosen said. "But there does seem to be some constraint on our ability to expand the fiscal deficits."
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![AWM's Rick Nott Named Recipient of Connect Moneys 2025 Next Gen Wealth Award]()
17 Apr, 2025AWM's Rick Nott Named Recipient of Connect Moneys 2025 Next Gen Wealth Award
Underscored by this honor, Rick has played a pivotal role in Angeles Wealth's growth, while also empowering the next generation through mentorship and a strong focus on financial literacy.
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![Webinar Replay - We're Going to Need a Bigger Boat]()
14 Apr, 2025Webinar Replay - We're Going to Need a Bigger Boat
Please join Angeles Chief Investment Officer, Michael Rosen, for a review of the blanket tariffs implemented by the United States, what is transpiring in real-time, and what may lie ahead.
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![Sucking in the 70s Again? Advisors Weigh the Threat of Stagflation]()
9 Apr, 2025Sucking in the 70s Again? Advisors Weigh the Threat of Stagflation
Michael Rosen, CIO of Angeles, agrees that it is unlikely we will reach the depths of the 1970s stagflation, with double-digit unemployment and double-digit inflation.That said, he certainly sees the risks of a recession rising considerably...
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![Tariff-whipped Wall Street wonders: will Trump blink?]()
7 Apr, 2025Tariff-whipped Wall Street wonders: will Trump blink?
"The whole notion of tariffs and trade policy has been such an integral part of Donald Trumps psyche, I dont see it abandoned," said Michael Rosen, CIO at Angeles Investments.
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![Dollar in the Doldrums Following Tariffs]()
3 Apr, 2025Dollar in the Doldrums Following Tariffs
"The global economic system, underpinned by the US dollar as its reserve currency, solidified US economic dominance for generations...," said Michael Rosen, CIO at Angeles Investments.
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![Trump's Tariffs Tanked the Market. Heres What Wealth Managers Say to Do Now.]()
3 Apr, 2025Trump's Tariffs Tanked the Market. Heres What Wealth Managers Say to Do Now.
Michael Rosen, CIO at Angeles, sees little upside for the U.S. economy from the administration's trade policy, which he believes will erode the value of the dollar, increase inflation, and potentially lead to a recession.
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![What Financial Advisors Are Saying to Clients About 'Liberation Day']()
3 Apr, 2025What Financial Advisors Are Saying to Clients About 'Liberation Day'
Michael Rosen, CIO at Angeles, in a note to investors, wrote, "The global economic system that pulled billions out of poverty, created new technologies that transformed nearly every facet of life in countless ways, was designed and led by the US."
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![1st Quarter 2025 - Exorbitant Privilege]()
2 Apr, 20251st Quarter 2025 - Exorbitant Privilege
The United States is unilaterally dismantling the global economic structure that it created 80 years ago. We no longer wish to bear the responsibilities of leadership, but we may come to regret losing the privileges that come with it.
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![The 60/40 Portfolio May No Longer Fully Represent True Diversification']()
2 Apr, 2025The 60/40 Portfolio May No Longer Fully Represent True Diversification'
The 60/40 portfolio, which Michael Rosen previously said reached its "expiration date," hasnt been used by his firm's endowment & foundation clients for decades. There's a key reason why. Institutional investors need to guarantee a return.
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