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    • A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES

      A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES 06-10-2024

      Safeguarding family wealth across generations requires careful planning, particularly when implementing optimal tax strategies. In a piece written by ...

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    • WILL WE SEE A GLOBAL TAX ON BILLIONAIRES?

      WILL WE SEE A GLOBAL TAX ON BILLIONAIRES? 06-05-2024

      Our managing director Rick Nott points out for Susan Lipp that U.S. Treasury Secretary Janet Yellen's opposition to a global wealth tax on ...

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    • ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS

      ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS 06-05-2024

      "It's not just about investing, but they need to also provide emotional support and empathy to their clients during this difficult time in addition to ...

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    • EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST

      EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST 06-05-2024

      "EM markets as a whole have been less profitable. They have lower valuations, but that's because they should have lower valuations," Rosen said. He ...

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    • JON FOSTER: MULTIGENERATIONAL PLANNING AND THE PSYCHOLOGY OF BIG WEALTH

      JON FOSTER: MULTIGENERATIONAL PLANNING AND THE PSYCHOLOGY OF BIG WEALTH 04-30-2024

      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 ...

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    • CELEBRITY, CHARITY, DIVERSITY: INSIGHTS FROM A 'FINANCIAL ARCHITECT'

      CELEBRITY, CHARITY, DIVERSITY: INSIGHTS FROM A 'FINANCIAL ARCHITECT' 04-30-2024

      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 ...

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    • ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY

      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

      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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    • WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH

      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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    • AWM'S RICK NOTT RECOGNIZED AS ONE OF THE TOP BLACK FINANCIAL ADVISORS OF 2024

      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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    • RISK-PARITY QUANTS REEL AS CPI-FUELED ROUT SPREADS ACROSS ASSETS

      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

      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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    • KING CASH IS BEING DETHRONED. WHAT TO BUY NOW.

      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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    • MICROSOFT, ALPHABET UNDER PRESSURE TO SHOW AI EARNINGS BOOST

      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

      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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    • IT'S THE MAGNIFICENT SEVEN'S MARKET. THE OTHER STOCKS ARE JUST LIVING IN IT.

      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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    • MARKETS CHEER FED OUTLOOK, BUT THE RALLY COMPLICATES IT

      MARKETS CHEER FED OUTLOOK, BUT THE RALLY COMPLICATES IT 12-14-2023

      "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 ...

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    • CHLOE WOHLFORTH HAS BEEN INCLUDED ON INVESTMENTNEWS' HOT LIST FOR 2023

      CHLOE WOHLFORTH HAS BEEN INCLUDED ON INVESTMENTNEWS' HOT LIST FOR 2023 12-04-2023

      Were 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

      OCIOS FLAG POTENTIAL TO 'GAME' PROPOSED GIPS GUIDELINES 11-27-2023

      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 ...

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    • BEST BOOKS ON INVESTING

      BEST BOOKS ON INVESTING 11-08-2023

      "Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But ...

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    • NO RECESSION IN SIGHT: THE US ECONOMY GREW 4.9% ANNUAL RATE IN THE 3RD QUARTER

      NO RECESSION IN SIGHT: THE US ECONOMY GREW 4.9% ANNUAL RATE IN THE 3RD QUARTER 10-26-2023

      Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we ...

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    • HERE'S HOW MANY BILLIONAIRES AND MILLIONAIRES LIVE IN THE U.S.

      HERE'S HOW MANY BILLIONAIRES AND MILLIONAIRES LIVE IN THE U.S. 10-20-2023

      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 ...

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    • BOND MARKET EXPERTS OFFER ROAD MAP FOR WHAT LIES AHEAD

      BOND MARKET EXPERTS OFFER ROAD MAP FOR WHAT LIES AHEAD 10-13-2023

      Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors ...

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    • COMMENTARY: HEDGE FUNDS DO NOT OFFER VALUE TO PENSION FUNDS AND OTHER INVESTORS

      COMMENTARY: HEDGE FUNDS DO NOT OFFER VALUE TO PENSION FUNDS AND OTHER INVESTORS 10-06-2023

      Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but ...

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    ANGELES INVESTMENT ADVISORS, LLC
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