Latest Blog: Fireside Reading - 03/01/2024
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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 VIEW ALL MEDIA
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IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS. 03-13-2024
Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help ...
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WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH 03-01-2024
"Wall Street will embrace whatever will raise them money so that doesn't let you know whether it's good or bad," said Michael Rosen, CIO at ...
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AWM'S RICK NOTT RECOGNIZED AS ONE OF THE TOP BLACK FINANCIAL ADVISORS OF 2024 02-28-2024
In celebration of Black History Month, we're thrilled Angeles Wealth Management managing director Rick Nott has been recognized in Wealth Solutions ...
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RISK-PARITY QUANTS REEL AS CPI-FUELED ROUT SPREADS ACROSS ASSETS 02-13-2024
"I don't think that this is a temporary lull," said Michael Rosen, CIO at Angeles. "Risk parity carries the assumption that stocks and bonds are ...
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NASDAQ SLIPS FROM NEAR ALL-TIME HIGH, DOW UP MODESTLY AHEAD OF INFLATION DATA 02-12-2024
"The CPI report tomorrow will be just another important data point on where inflation is and that will translate to the pace of when we may see a cut ...
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AWM APPOINTS RICK NOTT AS MANAGING DIRECTOR, CAPPING 6TH STRAIGHT YEAR OF GROWTH 02-08-2024
Rick Nott brings more than 15 years of wealth management experience, adding to our firm'srncomprehensive private wealth services and solutions. ...
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KING CASH IS BEING DETHRONED. WHAT TO BUY NOW. 02-07-2024
Another strategy is simply to "follow the profits," says Michael Rosen, CIO at Angeles Wealth. His firm emphasizes growth over value, large-caps over ...
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MICROSOFT, ALPHABET UNDER PRESSURE TO SHOW AI EARNINGS BOOST 01-30-2024
"AI is something we're trying to get a handle on, since even if it is transformative, translating that to products and profits is challenging, and ...
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WHERE TO INVEST $1 MILLION RIGHT NOW 01-18-2024
Our Chief Investment Officer, Michael Rosen, shares his insights on where to strategically allocate $1 million in the current market. Check out his ...
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IT'S THE MAGNIFICENT SEVEN'S MARKET. THE OTHER STOCKS ARE JUST LIVING IN IT. 12-17-2023
"Interest rates just don't matter as much as profits matter," said Michael Rosen, CIO of Angeles Investments. "Where are the profits being generated? ...
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MARKETS CHEER FED OUTLOOK, BUT THE RALLY COMPLICATES IT 12-14-2023
"The market has been ahead of reality for the past two years, and it is still ahead of itself with how much the Fed is going to cut rates," said ...
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CHLOE WOHLFORTH HAS BEEN INCLUDED ON INVESTMENTNEWS' HOT LIST FOR 2023 12-04-2023
Were pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included on InvestmentNews' Hot List for 2023. ...
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OCIOS FLAG POTENTIAL TO 'GAME' PROPOSED GIPS GUIDELINES 11-27-2023
Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total ...
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HOW FINANCIAL ADVISOR CLIENTS PERCEIVE THE CURRENT ENVIRONMENT 11-10-2023
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of ...
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BEST BOOKS ON INVESTING 11-08-2023
"Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But ...
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NO RECESSION IN SIGHT: THE US ECONOMY GREW 4.9% ANNUAL RATE IN THE 3RD QUARTER 10-26-2023
Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we ...
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HERE'S HOW MANY BILLIONAIRES AND MILLIONAIRES LIVE IN THE U.S. 10-20-2023
While it might seem like making a "best of" list for the world's wealthiest would be a one-way ticket to Easy Street, Jon Foster, CEO of Angeles ...
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BOND MARKET EXPERTS OFFER ROAD MAP FOR WHAT LIES AHEAD 10-13-2023
Angeles CIO Michael Rosen recently shared with Jeff Benjamin the biggest near-term risks and opportunities within the bond market that investors ...
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COMMENTARY: HEDGE FUNDS DO NOT OFFER VALUE TO PENSION FUNDS AND OTHER INVESTORS 10-06-2023
Angeles CIO Michael Rosen: "When I began investing in hedge funds, more than 30 years ago, the value proposition was absolute return: modest but ...
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COSTCO MEMBERS CAN STOCK UP ON EVERYDAY ITEMS - AND GOLD BARS 10-03-2023
"Costco members would be much better served buying a share of Costco than an ounce of gold" says Michael Rosen, CIO of Angeles. "If you look at the ...
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THE CASE FOR PRIVATE EQUITY 09-28-2023
Angeles Wealth CEO Jon Foster discusses best practices for allocating to private equity in a time when appetite for alternative investing is on the ...
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MICHAEL ROSEN ON THE MARKETS - BLOOMBERG DAYBREAK ASIA 09-24-2023
Listen in as Angeles Investments' CIO and Managing Partner, Michael Rosen, delves into all things markets from fixed income to equities to emerging ...
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HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS 09-15-2023
Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent ...
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SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE 09-13-2023
With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for ...
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