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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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• ANGELES EXPANDS FOOTPRINT IN MIDWEST; APPOINTS GARY CLOUDMAN TO CHICAGO OFFICE 12-20-2021

  Angeles Investments has welcomed our newest Managing Director, Gary Cloudman! We are thrilled to expand our footprint into the Midwest and have Gary ...

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• RICK 12-16-2021

  To fail or to suffice? It doesn't quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually ...

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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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• BEST WISHES FOR A HEALTHY HOLIDAY SEASON AND A HAPPY NEW YEAR 12-08-2021

  In honor of our clients, Angeles Investments supported these fine organizations throughout 2021. We are ever grateful for your support & friendship. ...

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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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• NOVEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 12-01-2021

  Global equities posted negative returns in November, with the MSCI ACWI IMI down -2.7%, the S&P 500 down -0.7%, and non-US developed equity markets ...

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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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• STAY INVESTED & RIDE OUT MARKET VOLATILITY 11-19-2021

  Michael Rosen says to stay invested as there is a strong economy and an accommodative Fed. Regarding inflation, he believes that the Fed is playing ...

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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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• BEACH READING 11-12-2021

  I was expecting this to be a Fireside Reading post, but we are having a heat wave in Southern California that is sending me to the beach. So here are ...

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• OCTOBER 2021 GLOBAL MARKET INDEX PERFORMANCE 11-01-2021

  Global equities posted strong returns in October, with the MSCI ACWI IMI up 4.9%, the S&P 500 up 7.0%, and non-US developed equity markets up 2.5% ...

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• BASKETBALL IS LIFE 10-28-2021

  The last commencement address I gave was in 1978. No one remembers what I said. I know this for three reasons:1. I don't remember what I said2. No ...

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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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• 3RD QUARTER 2021 - ETERNITY IN AN HOUR 10-05-2021

  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, ...

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• SEPTEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 10-01-2021

  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 ...

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• FEE ANALYSIS: MAPPING FOR A BETTER FUTURE 09-27-2021

  High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. ...

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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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• ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR 09-21-2021

  Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio ...

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