SEARCH Articles ANY TYPE ANY DATE

146 RESULTS

• 

  TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022

  Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...

  READ MORE
• 

  WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022

  For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising. ...

  READ MORE
• 

  ANGELES: ESG IS HERE TO STAY 10-17-2022

  Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth ...

  READ MORE
• 

  'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022

  Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth ...

  READ MORE
• 

  THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022

  "For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for ...

  READ MORE
• 

  HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022

  Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil ...

  READ MORE
• 

  ANALYSIS: BLACKROCK TOO GREEN FOR TEXAS; REST OF WALL STREET OKAY - FOR NOW 08-30-2022

  Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  VISITS TO TAIWAN RAISE CHINAS IRE, BUT UNLIKELY TO HAVE MARKET IMPACT 08-25-2022

  Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital ...

  READ MORE
• 

  DON'T GIVE UP ON THE 60/40 STRATEGY IT COULD BE HEADED FOR DOUBLE-DIGIT RETURNS 08-03-2022

  Last September, Michael Rosen, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio ...

  READ MORE
• 

  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, ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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. ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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 ...

  READ MORE
• 

  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, ...

  READ MORE
• 

  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 ...

  READ MORE

1234567