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!['IN the Office' with Jon Foster, CEO of Angeles Wealth Management]()
5 Oct, 2022'IN the Office' with Jon Foster, CEO of Angeles Wealth Management
Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth families build charitable legacies and maintain and pass on generational wealth.
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![The Theory of Giving: The ÃËWhyà Behind Philanthropy]()
13 Sep, 2022The Theory of Giving: The ÃËWhyà Behind Philanthropy
"For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for the sake of philanthropy... it's about aligning a foundationÃs values with the entire picture..."
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![High Oil Prices Offer Endowment Boost]()
31 Aug, 2022High Oil Prices Offer Endowment Boost
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, our CIO Michael Rosen, told Inside Higher Ed that many universities aren't budging.
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![Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now]()
30 Aug, 2022Analysis: BlackRock Too Green for Texas; Rest of Wall Street Okay - For Now
Other Wall Street giants could also face scrutiny, said Michael Rosen, chief investment officer for Angeles Investments. "You made your point with attacking BlackRock and the European firms, so then who is the next bogeyman you have to go after?"
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![When Clients Think They Are Immortal: A Cautionary Tale]()
29 Aug, 2022When Clients Think They Are Immortal: A Cautionary Tale
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can fail to take the appropriate steps to properly pass down their assets.
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![Visits to Taiwan Raise ChinaÃs Ire, but Unlikely to Have Market Impact]()
25 Aug, 2022Visits to Taiwan Raise ChinaÃs Ire, but Unlikely to Have Market Impact
Michael Rosen, chief investment officer at Angeles Investments, says in the near-term it's not in either country's interest to impose capital constraints or other actions detrimental to foreign investments.
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![Don't Give Up on the 60/40 Strategy It Could be Headed for Double-Digit Returns]()
3 Aug, 2022Don't Give Up on the 60/40 Strategy It Could be Headed for Double-Digit Returns
Last September, Michael Rosen, chief investment officer of Angeles Investments and Angeles Wealth, wrote in an op-ed for CNBC that the 60/40 portfolio has "reached its expiration date."
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![Evaluating Client Risk: 9 Takeaways for Advisors]()
26 Jul, 2022Evaluating Client Risk: 9 Takeaways for Advisors
"I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, CEO of Angeles Wealth Management. "They are getting the stuff that couldn't get distributed via..."
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![Asset Owners Take Action to Modify Portfolios Amid Volatile Markets]()
18 Jul, 2022Asset Owners Take Action to Modify Portfolios Amid Volatile Markets
"Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has optionality value as well," CIO Michael Rosen said.
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![Stock Markets Inch Higher as Investors Study Fed Minutes]()
6 Jul, 2022Stock Markets Inch Higher as Investors Study Fed Minutes
"The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," our CIO Michael Rosen shared today with The Wall Street Journal.
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![Fed Hikes Rates by 0.75 Percentage Point, Flags Slowing Economy]()
15 Jun, 2022Fed Hikes Rates by 0.75 Percentage Point, Flags Slowing Economy
"The Fed is in a very difficult position that frankly, they put themselves in by mishandling monetary policy and allowing inflation to rise as much as it has. There's just simply no sign that inflation is turning," said Michael Rosen, CIO of Angeles.
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![Private Equity Funds for Retail Investors? Advisors See Serious Risks]()
31 May, 2022Private Equity Funds for Retail Investors? Advisors See Serious Risks
"As a general statement, providing private equity exposure to mass affluent clients is a bad idea," says Angeles Wealth Management CEO, Jonathan Foster. While private equity investing has become more mainstream in recent years, Foster warned...
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![Boutique OCIOs Carve Out Niche in Crowded Market]()
19 May, 2022Boutique OCIOs Carve Out Niche in Crowded Market
The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others and performs about the same, and those that want something more differentiated, said Michael Rosen.
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![Advisors Say Fed Is Behind Curve. Catching Up Could Be a 'Rocky Road.']()
12 May, 2022Advisors Say Fed Is Behind Curve. Catching Up Could Be a 'Rocky Road.'
With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on the Fed's strategy.
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![InvestmentNews Hosts Fifth Annual Diversity, Equity & Inclusion Awards]()
11 May, 2022InvestmentNews Hosts Fifth Annual Diversity, Equity & Inclusion Awards
InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are helping to make financial advice a more diverse profession.
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![What Causes Inflation?]()
4 May, 2022What Causes Inflation?
"The price of any particular good going up or down is not inflation," says Michael Rosen, CIO at Angeles Investment Advisors. "Inflation is caused by the supply-demand imbalance of money, , not the supply and demand imbalance of a particular good...
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![Buying the Dip Can Be a Retiree's Best Friend.]()
27 Apr, 2022Buying the Dip Can Be a Retiree's Best Friend.
The circumstances driving today's volatility wonÃt be around forever, Angeles CIO Michael Rosen told Debbie Carlson for her latest Barron's article.
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![Empowering Women Throughout Their Financial Journeys]()
9 Apr, 2022Empowering Women Throughout Their Financial Journeys
Angeles Wealth Management Managing Director Chloe Wohlforth joins Jill Malandrino on Nasdaq TradeTalks for Financial Literacy Month to discuss empowering women throughout their financial journeys.
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![Allocators Are Investing Like a Recession Is on the Way]()
8 Apr, 2022Allocators Are Investing Like a Recession Is on the Way
Rising geopolitical risks, which have led to more fragmentation in the world economy, are adding to allocators' bearish outlooks, according to Michael Rosen, chief investment officer at Angeles Investments.
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![Outstanding Practice in the Excellence in Diversity, Equity & Inclusion Awards]()
4 Apr, 2022Outstanding Practice in the Excellence in Diversity, Equity & Inclusion Awards
Today, we're honored to share that Angeles Investments has been recognized as an Outstanding Practice in the Investment News Excellence in Diversity, Equity & Inclusion Awards.
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![Financial Advisors Building Up Holistic Planning Capabilities]()
28 Mar, 2022Financial Advisors Building Up Holistic Planning Capabilities
Marta Ferro, Angeles Investments Managing Director of Philanthropy Services and Mission Aligned Investing, believes it's important to humanize your approach toward guiding clients to reach their financial and philanthropic goals.
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![The 60/40 Portfolio Needs a Rethink. What to Do Now.]()
22 Mar, 2022The 60/40 Portfolio Needs a Rethink. What to Do Now.
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 his thoughts on the latest from Lauren Foster in Barron's.
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![Q&A w/ Michael Rosen: Energy Best Place to]()
15 Mar, 2022Q&A w/ Michael Rosen: Energy Best Place to "Hide" from Potential Recession
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. Our CIO Michael Rosen addresses this & more with Lisa Mattackal on the Reuters Global Markets Forum.
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![Seeking Liquidity, Texas ERS Also Got a High-yield Bargain]()
14 Mar, 2022Seeking Liquidity, Texas ERS Also Got a High-yield Bargain
Portfolio construction is particularly crucial within high-yield ETFs, Mr. Rosen emphasized, noting a distinct return gap that shows up over 10 years, a result of discrepancies among the high-yield indexes that the largest ETF sponsors replicate.
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