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![Beach Reading]()
19 Mar, 2026Beach Reading
We are having a bit of a heat wave here in Southern California, so take your reading to the beach! I have six new recommendations, all fiction this time, all highly recommended. I hope you ...
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![The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster]()
19 Mar, 2026The Career Advice That Might Get You Fired | CEO at $2 Billion Firm Jon Foster
Jonathan Foster, President and CEO of AWM, recently sat down with Doug Scott, Co-Founder and CEO of Ethic, on the Work Ethic podcast to discuss his career, leadership philosophy and the values that have shaped Angeles.
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![Wall Street Ends Sharply Lower After Fed Keeps Rates Unchanged]()
18 Mar, 2026Wall Street Ends Sharply Lower After Fed Keeps Rates Unchanged
"The Fed is on hold. With ?inflation running above target and the economy running above trend, and elevated uncertainty about the path of the Iran ?war, there is no argument for easing policy," said Michael Rosen, CIO at Angeles.
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![Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride]()
10 Mar, 2026Deleted Tweet From Energy Secretary Sends Oil Markets on Another Wild Ride
"There is a sort of randomness both from a political perspective and then in terms of market reactions to all of this," said Michael Rosen, CIO at Angeles Investments.rnrn
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![March 2026 Webinar Replay: The Great Rotation]()
10 Mar, 2026March 2026 Webinar Replay: The Great Rotation
Join our CIO Michael Rosen, for a tour the major shifts we see taking place across markets and the global economy, rising interest rates, inflation, gold, a weakening US dollar, and changing leadership between US and international equities.
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![Angeles Family Office Names Kate Flume to Lead New Dallas Office]()
5 Mar, 2026Angeles Family Office Names Kate Flume to Lead New Dallas Office
Kate Flume and Jason Oclaray spoke with Crain Currency about Kates recent move to Angeles Family Office, and her remarkable journey from a nurse at Johns Hopkins to a trusted family office expert advising families with significant, complex wealth.
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![Keeping It in the Family! More RIAs Spinning Off Family Offices]()
5 Mar, 2026Keeping It in the Family! More RIAs Spinning Off Family Offices
Jonathan Foster, president & CEO of Angeles Wealth Management, told Investment News why we decided to launch Angeles Family Office and why many complex families fall into an underserved middle ground.
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![Angeles Family Office Appoints Kate Flume as Senior Managing Director]()
3 Mar, 2026Angeles Family Office Appoints Kate Flume as Senior Managing Director
Based in Dallas, Flume joins AFO as the firm continues to expand its team of specialists dedicated to serving families of exceptional means. Her appointment coincides with Angeles Investments' continued expansion in Texas.
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![Trump's Upbeat Oil Comments Fail to Erase Inflation Fears and Market Losses]()
3 Mar, 2026Trump's Upbeat Oil Comments Fail to Erase Inflation Fears and Market Losses
"It's still really not quite clear what the endgame is" " or when that will be, said Michael Rosen, CIO at Angeles Investments, by phone. Investors worry the conflict could have "a bigger potential impact in the economy" than initially thought.
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![February 2026 Global Market Index Performance]()
2 Mar, 2026February 2026 Global Market Index Performance
Global equity and bond markets delivered mixed results in February. The S&P 500 returned -0.8%, the MSCI ACWI IMI increased 1.6%, and developed non-U.S. equities (MSCI EAFE) increased 4.6%. In the U.S., value stocks outperformed growth...
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![Stocks Rise, Adding to Tuesday's Comeback as Nvidia and Oracle Shares Gain]()
25 Feb, 2026Stocks Rise, Adding to Tuesday's Comeback as Nvidia and Oracle Shares Gain
Michael Rosen, CIO at Angeles cautions that investors shouldn't bet against CEO Jensen Huang, saying that he's "played his cards extremely well." He also views the recent run the stock has had as an opportunity for some profit-taking.
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![Bitcoin's $1 Trillion Identity Crisis Hits From Every Direction]()
21 Feb, 2026Bitcoin's $1 Trillion Identity Crisis Hits From Every Direction
"It's like a religion for many, and religious faith is hard to shake," said Michael Rosen, chief investment officer of Angeles Investment Advisors. "It's just not my religion."
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![In a Chaotic Market, Investors Learn How to Cope With Surprises]()
15 Feb, 2026In a Chaotic Market, Investors Learn How to Cope With Surprises
"The noise-to-signal ratio has gone up dramatically. We need to spend a lot more time sifting through the greater amount of noise that's in the world and try to discern what actually matters," said Angeles CIO, Michael Rosen.
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![Wall Street's Hunt for Cheaper Stocks Goes Global]()
9 Feb, 2026Wall Street's Hunt for Cheaper Stocks Goes Global
Michael Rosen, CIO at Angeles, said he still believes in the pre-eminence of American firms, but in the past year, he has rotated funds into a mix of small-cap and value stocks across the globe, with a focus on Europe and China.
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![January 2026 Global Market Index Performance]()
2 Feb, 2026January 2026 Global Market Index Performance
Global equity and bond markets delivered mostly positive results in January. The S&P 500 returned 1.5%, the MSCI ACWI IMI increased 3.3%, and developed non-U.S. equities (MSCI EAFE) increased 5.2%. In the U.S., value stocks outperformed growth...
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![Fireside Reading]()
28 Jan, 2026Fireside Reading
With most of the country confined to home by snow and ice, I thought you might appreciate some more book recommendations for your fireside reading. And I promise not to mention the weather here in ...
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![Rethinking Risk: Why Traditional Strategies Might Fail Modern Investors]()
26 Jan, 2026Rethinking Risk: Why Traditional Strategies Might Fail Modern Investors
In a recent article for Financial Advisor, Rick Nott, managing director at Angeles Wealth, challenges backward-looking risk models and one-size-fits-all questionnaires that overlook the emotional and behavioral realities behind financial decisions.
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![Treasury Yields are Little Changed as Investors Digest Economic Data]()
22 Jan, 2026Treasury Yields are Little Changed as Investors Digest Economic Data
"The reality is economic growth is stronger than the market seems to believe, and inflation remains steady... which means that monetary policy going forward is likely to be a lot more cautious than perhaps the market expects," said Michael Rosen.
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![AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026]()
22 Jan, 2026AWM Speaker Series Featuring Bestselling Author Morgan Housel, January 2026
Inspiring the Angeles Community by bringing together industry experts and thought leaders. Join us for our second live fireside chat with bestselling author Morgan Housel, hosted by Angeles Wealth Partner Ann Deaton and Managing Director Rick Nott.
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![Greenland Rhetoric 'a yawn' for Markets, Says Advisor]()
21 Jan, 2026Greenland Rhetoric 'a yawn' for Markets, Says Advisor
"Regardless of the outcome of this particular spat, it should be clear the world has moved from a rules-based order to one governed by pure power, a positive-sum economic order to a zero-sum, or negative-sum, world," said Michael Rosen.
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![Geopolitical and Tariff Risk Back with a Bang for Markets]()
21 Jan, 2026Geopolitical and Tariff Risk Back with a Bang for Markets
"At the margin, I think it makes sense to diversify assets outside the U.S., but I wouldn't give up on the U.S. at all, given the very strong profitability of U.S. companies," said Michael Rosen, chief investment officer at Angeles Investments.
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![Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office]()
13 Jan, 2026Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
AWM today announced the acquisition of XO Capital, a boutique firm that offers comprehensive family office and investment management services. This acquisition marks the launch of Angeles Wealth's family office affiliate, Angeles Family Office.
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![Angeles CIO Michael Rosen on Bloomberg Surveillance Radio]()
7 Jan, 2026Angeles CIO Michael Rosen on Bloomberg Surveillance Radio
Our CIO Michael Rosen joined Bloomberg Surveillance Radio this week to discuss the investment implications of an increasingly unbalanced geopolitical landscape. Using Venezuela as a recent reminder of how quickly regional instability can spread.
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![Is Venezuela Just the Start? What Financial Advisors Are Telling Clients.]()
7 Jan, 2026Is Venezuela Just the Start? What Financial Advisors Are Telling Clients.
"What I'm telling clients is welcome to the new world disorder... In terms of investment implications, I think the changing environment argues for as wide a diversification of a portfolio as one can tolerate," said Michael Rosen, CIO of Angeles.
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