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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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• HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN 09-11-2021

  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 ...

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• COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE. 09-02-2021

  Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barrons ...

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• OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE 09-02-2021

  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 ...

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• 1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE 09-01-2021

  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 ...

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• TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME 09-01-2021

  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 ...

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• ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS 08-10-2021

  "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 ...

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