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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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![4th Quarter 2025 - Garbo]()
6 Jan, 20264th Quarter 2025 - Garbo
What do a movie star and a Spanish poultry farmer have in common? No, that's not the beginning of a joke, but a connection between two mysterious private lives hidden by their public personas, and the deception that changed the course of WW2.
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![December 2025 Global Market Index Performance]()
2 Jan, 2026December 2025 Global Market Index Performance
Global equity and bond markets delivered mixed results in December. The S&P 500 returned 0.1%, the MSCI ACWI IMI increased 1.0%, and developed non-U.S. equities (MSCI EAFE) increased 3.0%. In the U.S., value stocks outperformed growth...
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![Fireside Reading]()
16 Dec, 2025Fireside Reading
As we approach the holiday season, I hope everyone has time to spend with family and friends, and a good book. Not necessarily in that order. Here are my latest recommendations.FictionAudition, Katie ...
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![As States Like Texas Bet on Bitcoin, Most Pensions Still Aren't Playing]()
16 Dec, 2025As States Like Texas Bet on Bitcoin, Most Pensions Still Aren't Playing
While proponents of crypto investing argue for digital currencies as a store of value, Angeles CIO Michael Rosen remains skeptical. "It's possible they will become so in the future, but their excessive volatility means they are not there yet."
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![Year End Newsletter 2025]()
4 Dec, 2025Year End Newsletter 2025
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2025.
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![November 2025 Global Market Index Performance]()
1 Dec, 2025November 2025 Global Market Index Performance
Global equity and bond markets delivered modestly positive returns in November. The S&P 500 returned 0.2%, the MSCI ACWI IMI increased 0.1%, and developed non-U.S. equities (MSCI EAFE) increased 0.6%. In the U.S., value stocks outperformed...
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![Angeles Wealth Management Appoints Jonah Cave as Chief Growth Officer]()
24 Nov, 2025Angeles Wealth Management Appoints Jonah Cave as Chief Growth Officer
With a 30-year career spanning capital markets, private investments, family office and wealth management, Jonah brings a deep understanding of how sophisticated families think about wealth and how to engage and serve them at the highest level.
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![Financial Advisors Share the Toughest Conversations They Have Had With Clients]()
12 Nov, 2025Financial Advisors Share the Toughest Conversations They Have Had With Clients
Tough conversations are part of guiding our families through their wealth and helping define their legacy. As Jonathan Foster, president and CEO of Angeles Wealth, shared with Steve Garmhausen, navigating them isnt always easy, but its essential.
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![Top Financial Professionals in the US | Hot List]()
11 Nov, 2025Top Financial Professionals in the US | Hot List
Chloe Wohlforth, Cameron Rogers and Rick Nott of AWM have been recognized on the 2025 InvestmentNews Hot List. AWM did not pay to be included in the 2025 InvestmentNews Hot List. Third-party rankings are not indicative of future performance.
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![October 2025 Global Market Index Performance]()
3 Nov, 2025October 2025 Global Market Index Performance
Global equity and bond returns delivered positive results in October. The S&P 500 returned 2.3%, the MSCI ACWI IMI increased 2.1%, and developed non-U.S. equities (MSCI EAFE) increased 1.2%. In the U.S., value stocks underperformed growth...
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![Angeles Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ]()
31 Oct, 2025Angeles Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ
AWM will become the first tenant of The Rolex Building, the legendary brand's new U.S. headquarters at 665 Fifth Avenue in Midtown Manhattan, opening in 2026. Designed by Pritzker Prize-winning architect Sir David Chipperfield.
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![Webinar Replay - What's Brewing? A Burgeoning Bubble in AI?]()
29 Oct, 2025Webinar Replay - What's Brewing? A Burgeoning Bubble in AI?
Join our Chief Investment Officer, Michael Rosen, for a tour of the markets, economy and the AI bubble mania (opportunity) in a webinar held on 10-29-25.
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![Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year]()
29 Oct, 2025Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year
"Powell is reflecting the tension on the Fed between those who favor more aggressive easing and those who are concerned that inflation remains too high, even as the labor market weakens," said Michael Rosen, CIO at Angeles.
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![AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs]()
24 Oct, 2025AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs
Last week, Angeles Wealth Management's president and CEO Jonathan Foster joined Bloomberg to discuss why companies are staying private for longer, extending from an average of 7 years to nearly 11.
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