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    • WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE

      WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022

      In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can ...

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    • EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS

      EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS 07-26-2022

      "I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, ...

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    • ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS

      ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS 07-18-2022

      "Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has ...

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    • STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES

      STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES 07-06-2022

      "The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," our CIO ...

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    • FED HIKES RATES BY 0.75 PERCENTAGE POINT, FLAGS SLOWING ECONOMY

      FED HIKES RATES BY 0.75 PERCENTAGE POINT, FLAGS SLOWING ECONOMY 06-15-2022

      "The Fed is in a very difficult position that frankly, they put themselves in by mishandling monetary policy and allowing inflation to rise as much as ...

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    • PRIVATE EQUITY FUNDS FOR RETAIL INVESTORS? ADVISORS SEE SERIOUS RISKS

      PRIVATE EQUITY FUNDS FOR RETAIL INVESTORS? ADVISORS SEE SERIOUS RISKS 05-31-2022

      "As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan ...

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    • BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET

      BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET 05-19-2022

      The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others ...

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    • ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.'

      ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.' 05-12-2022

      With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on ...

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    • INVESTMENTNEWS HOSTS FIFTH ANNUAL DIVERSITY, EQUITY & INCLUSION AWARDS

      INVESTMENTNEWS HOSTS FIFTH ANNUAL DIVERSITY, EQUITY & INCLUSION AWARDS 05-11-2022

      InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are ...

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    • WHAT CAUSES INFLATION?

      WHAT CAUSES INFLATION? 05-04-2022

      "The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by ...

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    • BUYING THE DIP CAN BE A RETIREE'S BEST FRIEND.

      BUYING THE DIP CAN BE A RETIREE'S BEST FRIEND. 04-27-2022

      The circumstances driving today's volatility wont be around forever, Angeles CIO Michael Rosen told Debbie Carlson for her latest Barron's article. ...

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    • EMPOWERING WOMEN THROUGHOUT THEIR FINANCIAL JOURNEYS

      EMPOWERING WOMEN THROUGHOUT THEIR FINANCIAL JOURNEYS 04-09-2022

      Angeles Wealth Management Managing Director Chloe Wohlforth joins Jill Malandrino on Nasdaq TradeTalks for Financial Literacy Month to discuss ...

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    • ALLOCATORS ARE INVESTING LIKE A RECESSION IS ON THE WAY

      ALLOCATORS ARE INVESTING LIKE A RECESSION IS ON THE WAY 04-08-2022

      Rising geopolitical risks, which have led to more fragmentation in the world economy, are adding to allocators' bearish outlooks, according to Michael ...

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    • OUTSTANDING PRACTICE IN THE EXCELLENCE IN DIVERSITY, EQUITY & INCLUSION AWARDS

      OUTSTANDING PRACTICE IN THE EXCELLENCE IN DIVERSITY, EQUITY & INCLUSION AWARDS 04-04-2022

      Today, we're honored to share that Angeles Investments has been recognized as an Outstanding Practice in the Investment News Excellence in Diversity, ...

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    • FINANCIAL ADVISORS BUILDING UP HOLISTIC PLANNING CAPABILITIES

      FINANCIAL ADVISORS BUILDING UP HOLISTIC PLANNING CAPABILITIES 03-28-2022

      Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your ...

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    • THE 60/40 PORTFOLIO NEEDS A RETHINK. WHAT TO DO NOW.

      THE 60/40 PORTFOLIO NEEDS A RETHINK. WHAT TO DO NOW. 03-22-2022

      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 ...

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    • Q&A W/ MICHAEL ROSEN: ENERGY BEST PLACE TO

      Q&A W/ MICHAEL ROSEN: ENERGY BEST PLACE TO "HIDE" FROM POTENTIAL RECESSION 03-15-2022

      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. ...

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    • SEEKING LIQUIDITY, TEXAS ERS ALSO GOT A HIGH-YIELD BARGAIN

      SEEKING LIQUIDITY, TEXAS ERS ALSO GOT A HIGH-YIELD BARGAIN 03-14-2022

      Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, ...

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    • THE RUSSIA-UKRAINE WAR: WHAT INVESTORS SHOULD - AND SHOULDN'T - DO NOW

      THE RUSSIA-UKRAINE WAR: WHAT INVESTORS SHOULD - AND SHOULDN'T - DO NOW 02-25-2022

      This history is pertinent, says Michael Rosen, managing partner and CIO at Angeles Investments and Angeles Wealth Management: "History tells us that ...

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    • RON CARSON'S PURSUIT OF SIGNIFICANCE

      RON CARSON'S PURSUIT OF SIGNIFICANCE 02-14-2022

      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 ...

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    • 5 STRATEGIES FOR CHARITY-MINDED CLIENTS IN 2022

      5 STRATEGIES FOR CHARITY-MINDED CLIENTS IN 2022 02-01-2022

      "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 ...

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    • HOW FUNDERS CAN ASSESS NONPROFIT EFFECTIVENESS FOR INVESTMENT

      HOW FUNDERS CAN ASSESS NONPROFIT EFFECTIVENESS FOR INVESTMENT 01-24-2022

      As with any investment, the decision to support a nonprofit should be grounded in empirical evidence. An organization is worthy of investment if its ...

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    • NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION

      NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION 01-21-2022

      "Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. ...

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    • ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022

      ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022 01-19-2022

      "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 ...

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    ANGELES INVESTMENT ADVISORS, LLC
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