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ARTICLES & INSIGHTS
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ARTICLES & INSIGHTS
- HOME CIO INSIGHTSCOMMENTARY AND ANALYSIS FROM ANGELES' CIO, MICHAEL ROSEN ANGELES INSIGHTSRESEARCH AND PERSPECTIVES FROM THE ANGELES TEAM IN THE NEWSPRESS RELEASES, INTERVIEWS, AND PUBLICATIONS FEATURING ANGELES MARKET UPDATE SNAPSHOTSMONTHLY MARKET ANALYSIS SEARCH MEDIA
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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 ...
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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, ...
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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 ...
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THE 60/40 PORTFOLIO NEEDS A RETHINK. WHAT TO DO NOW. 03-22-2022
With inflation now surging and interest rates on the rise, a rethink of long-term investment strategy may be in order. Our CIO, Michael Rosen gives ...
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Q&A W/ MICHAEL ROSEN: ENERGY BEST PLACE TO "HIDE" FROM POTENTIAL RECESSION 03-15-2022
The odds of an economic recession are increasing in the country as the Federal Reserve is forced to take a more aggressive approach due to inflation. ...
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SEEKING LIQUIDITY, TEXAS ERS ALSO GOT A HIGH-YIELD BARGAIN 03-14-2022
Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, ...
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THE RUSSIA-UKRAINE WAR: WHAT INVESTORS SHOULD - AND SHOULDN'T - DO NOW 02-25-2022
This history is pertinent, says Michael Rosen, managing partner and CIO at Angeles Investments and Angeles Wealth Management: "History tells us that ...
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RON CARSON'S PURSUIT OF SIGNIFICANCE 02-14-2022
Jon Foster, president and CEO at Angeles Wealth, a Los Angeles-based RIA with more than $900 million in assets, worked closely with the founder at ...
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5 STRATEGIES FOR CHARITY-MINDED CLIENTS IN 2022 02-01-2022
"There are a lot of different nuances that go into what's the most tax-efficient way to accomplish philanthropic goals, and it really depends on the ...
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HOW FUNDERS CAN ASSESS NONPROFIT EFFECTIVENESS FOR INVESTMENT 01-24-2022
As with any investment, the decision to support a nonprofit should be grounded in empirical evidence. An organization is worthy of investment if its ...
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NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION 01-21-2022
"Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. ...
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ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022 01-19-2022
"There is no case for investors to own high-quality bonds," our CIO Michael Rosen tells Steve Garmhausen in his latest "The Big Q" column for ...
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BEST ADVISOR INTERVIEWS: 10 ANSWERS TO GET YOU THINKING 12-29-2021
The financial advice industry is booming and everyone in it seems really sanguine. What if anything should the industry be worried about? I think fee ...
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ANGELES INVESTMENTS EXPANDS FOOTPRINT IN MIDWEST 12-22-2021
Former Private Bank Wealth Leader to build upon Angeles success in comprehensive wealth management for private families located in the Midwest ...
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WHAT ADVISORS SHOULD KNOW ABOUT DONOR-ADVISED FUNDS 12-10-2021
A donor-advised fund is an account set up for the sole purpose of supporting 501(c)3 charities approved by the IRS, says Chloe Wohlforth, certified ...
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HOW NONPROFITS CAN WORK WITH THE PRIVATE SECTOR TO SCALE IMPACT 12-09-2021
The past year and a half has been a time of extraordinary social mobilization in the United States. From the protests for racial equality to the ...
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CALPERS IS TURNING TO PRIVATE EQUITY & LEVERAGE TO BOOST RETURNS & REDUCE RISK 12-06-2021
"To me, this highlights the biggest challenge that institutional investors have, which is achieving a rate of return that will meet their investment ...
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LOSING HER FATHER ON 9/11 LED THIS WOMAN TO HELP PEOPLE MANAGE THEIR MONEY 12-03-2021
In the weeks after 9/11, the family's friends rallied around Chloe and her mother. When one of them asked about the family's financial situation, it ...
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LOOKING TO DIVERSIFY? THINK REAL ESTATE 11-29-2021
"Yale has significant material advantages that very few investors have," says Michael Rosen. "It's not quite so simple for investors to replicate what ...
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TIS ALMOST THE SEASON: THE HOLIDAY GIFTS FINANCIAL ADVISORS ARE GIVING CLIENTS 11-17-2021
Were sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. Its identified by what the staff and our ...
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WHY GRANTORS SHOULD FOCUS ON CAPACITY-BUILDING TO SCALE IMPACT 10-26-2021
Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. Grantors often think about ...
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WEST TAKES EAST: HARRY GRAND AND AWMS TRIUMPHANT CHARGE INTO NYC 10-21-2021
From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, bringing aboard four ...
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TAX-SAVVY WEALTH MGMT. SURGES IN IMPORTANCE FOR FINANCIAL ADVISORS & CLIENTS 10-15-2021
Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both ...
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SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS 09-22-2021
Its 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 ...
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