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![Tax-Savvy Wealth Mgmt. Surges in Importance for Financial Advisors & Clients]()
15 Oct, 2021Tax-Savvy Wealth Mgmt. Surges in Importance for Financial Advisors & Clients
Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both deal with complex issues and should be dealt with by separate individuals or teams.
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![3rd Quarter 2021 - Eternity in an Hour]()
5 Oct, 20213rd Quarter 2021 - Eternity in an Hour
One day, after school, Pablo strolled along La Rambla, the wide, tree-lined pedestrian street that runs from the harbor to the Placa de Catalunya, Barcelona's central plaza. He wandered into a used bookstore, and in the back of the store, buried...
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![September 2021 Global Market Index Performance]()
1 Oct, 2021September 2021 Global Market Index Performance
Global equities posted negative returns in September, with the MSCI ACWI IMI down -4.0%, the S&P 500 down -4.7%, and non-US developed equity markets down -2.9% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap...
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![Fee Analysis: Mapping for a Better Future]()
27 Sep, 2021Fee Analysis: Mapping for a Better Future
High fees can eat away at an investorÃs total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. Read our latest case study to learn how Angeles works with retirement plans.
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![Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments]()
22 Sep, 2021Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments
"It's great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time," said Michael Rosen, CIO at Angeles in Santa Monica, Calif. "But that's just one element. The other is supply."
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![Angeles Investments Advisors Appoints Sapna Shah as Managing Director]()
21 Sep, 2021Angeles Investments Advisors Appoints Sapna Shah as Managing Director
Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio oversight, corporate responsibility, diversity and inclusion, and sustainable social impact.
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![Her Father Perished on 9/11. She Became an Advisor to Help Others Plan]()
11 Sep, 2021Her Father Perished on 9/11. She Became an Advisor to Help Others Plan
For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in Greenwich, Connecticut, and a friend came in and said a plane had just flown into the World Trade Center.
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![Covid-19 Is Still Raging. How Advisors Are Keeping Their Workplaces Safe.]()
2 Sep, 2021Covid-19 Is Still Raging. How Advisors Are Keeping Their Workplaces Safe.
Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barron's article, Jon Foster discusses our firm's approach to ensuring our employees feel safe at the office.
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![Op-ed: Traditional 60/40 Portfolio Has Actually Reached Its Expiration Date]()
2 Sep, 2021Op-ed: Traditional 60/40 Portfolio Has Actually Reached Its Expiration Date
The traditional 60/40 portfolio has served investors well, but it has reached its expiration date. In an Op-ed for CNBC, Angeles CIO Michael Rosen outlines his thinking on why high-quality bonds no longer have a place in portfolios.
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![1.3% and 16%? As 2 and 20 Fades, Hedge Funds See New Fee Pressure]()
1 Sep, 20211.3% and 16%? As 2 and 20 Fades, Hedge Funds See New Fee Pressure
With many asset managers predicting lower market returns in the next decade, hedge funds that charge high fees and need high returns to justify them face a challenge, said Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![Texas Pension Reallocates Opportunistic Credit Sleeve to Fixed Income]()
1 Sep, 2021Texas Pension Reallocates Opportunistic Credit Sleeve to Fixed Income
Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at Angeles Investment Advisors.rn"If you're looking for reasonable steady income, with low volatility..
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![August 2021 Global Market Index Performance]()
1 Sep, 2021August 2021 Global Market Index Performance
Global equities posted positive returns in August, with the MSCI ACWI IMI up 2.5%, the S&P 500 up 3.0%, and non-US developed equity markets up 1.8% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
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![Analysis: UN Climate Report Increases Urgency for Green Investment Funds]()
10 Aug, 2021Analysis: UN Climate Report Increases Urgency for Green Investment Funds
"It's easy to exclude coal companies or bad actors from your portfolio and only invest in companies that are green. The real impact comes from taking high carbon emitters and forcing them to modify their behavior," said Michael Rosen, CIO of Angeles.
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![Angeles Responsible Investing Policy - 2021]()
9 Aug, 2021Angeles Responsible Investing Policy - 2021
Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important missions and values of our clients. This policy articulates some of the specifics of how Angeles...
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![Biden Bill May Boost Pensions' Appetite for Infrastructure]()
3 Aug, 2021Biden Bill May Boost Pensions' Appetite for Infrastructure
"There is an enormous illiquidity aspect to investing in infrastructure" said Michael Rosen, principal and CIO at Angeles Investment Advisors. These typically are projects that are 10, even 20 years. And so to lock up your money, to give up...
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![July 2021 Global Market Index Performance]()
2 Aug, 2021July 2021 Global Market Index Performance
Global equities posted positive returns in July, with the MSCI ACWI IMI up 0.5%, the S&P 500 up 2.4%, and non-US developed equity markets up 0.8% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
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![Beach Reading]()
29 Jul, 2021Beach Reading
A few more outstanding books for your summer readingBlack Buck, Mateo AskaripourThis is an exceptional debut novel about a brilliant (Bronx Science valedictorian) Black man working at a Starbucks for ...
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![Stocks, Bonds & Other Assets: Angeles CIO Michael Rosen Interviewed by Bloomberg]()
8 Jul, 2021Stocks, Bonds & Other Assets: Angeles CIO Michael Rosen Interviewed by Bloomberg
What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on the market, the economy, and other issues impacting investors during the second half of the year.
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![2nd Quarter 2021 - All in the Stars]()
7 Jul, 20212nd Quarter 2021 - All in the Stars
Concrete has been used as a building material since the Roman Empire 2,000 years ago. It has high compressive strength (it doesn't crack under heavy loads) but low tensile strength (it breaks easily when pulled), and its use waned in the...
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![Equities remain the place to be for long-term growth: Angeles Wealth Management]()
6 Jul, 2021Equities remain the place to be for long-term growth: Angeles Wealth Management
Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by investors, and the role equities can play in a long-term growth portfolio.
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![June 2021 Global Market Index Performance]()
1 Jul, 2021June 2021 Global Market Index Performance
Global equities posted positive returns in June, with the MSCI ACWI IMI up 1.2% and the S&P 500 up 2.3%, while non-US developed equity markets fell -1.1% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...
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![4 Reasons to Call It Quits With Your Financial Advisor]()
24 Jun, 20214 Reasons to Call It Quits With Your Financial Advisor
"There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and retirement goals," says Harry Grand of Angeles Wealth Management.
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![Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry]()
11 Jun, 2021Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry
Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business model, and, as a result, our rapid growth and the appeal of our wealth advisory practice.
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![Reasons To Be Bullish On The Economy Right Now]()
5 Jun, 2021Reasons To Be Bullish On The Economy Right Now
The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a booming demand, and will spend to boost output, he adds. Financial conditions are as accommodative
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