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• 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 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 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 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 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 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. 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 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 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. 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 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 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 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 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 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. 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 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 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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• HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS 09-15-2023

  Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent ...

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• SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE 09-13-2023

  With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for ...

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• WHEN WILL CONSUMERS STOP BUYING? IT'S A KEY QUESTION FOR THE STOCK MARKET 09-10-2023

  "The market has been expecting a recession for the past year or so, and has been wrong," said Michael Rosen, chief investment officer at Angeles ...

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• THIS IS THE CHINA NEW NORMAL. GET USED TO IT 09-05-2023

  "There are other things more important for us to worry about than China," said Michael Rosen, co-founder and CIO at Angeles Investments. "Trade is a ...

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• SORRY, FED CHAIR POWELL, FINANCIAL ADVISORS WATCH THEIR OWN ECONOMIC INDICATORS 08-31-2023

  "GDP is especially backward-looking as the first estimate covers the period 30 to 120 days in the past, & the second estimate 60 to 150 days in the ...

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• HOW TO INVEST $10,000: A STEP-BY-STEP GUIDE 08-15-2023

  "Investing is a critical part of growing wealth. It is important to invest savings that you have identified as long-term, so your assets can grow over ...

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