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193 RESULTS

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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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  RECAPPING EARNINGS SEASON SO FAR 02-10-2022

  Our CIO Michael Rosen broke down earnings to date, record-high inflation, why he's opposed to bonds and in favor of equities, and more with Nicole ...

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  WALL STREET'S EPIC BONUSES ARE BACK 02-03-2022

  Tune in to our CIO Michael Rosen's segment on Bloomberg Radio where he shared his thoughts on buying opportunities in the equity market and why ...

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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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  ANGELES INVESTMENT ADVISORS APPOINTS HEAD OF CLIENT DEVELOPMENT 01-31-2022

  Angeles Investment Advisors, LLC, a global multi-asset investment management firm, announced today the hiring of Garry Duncan, CAIA, as Head of Client ...

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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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  ANGELES APPOINTS TWO NEW PARTNERS AND ESTABLISHES NEW HEAD OF PRIVATE MARKETS 01-12-2022

  Angeles Investment Advisors, LLC, , a global multi-asset investment management firm, announced today the admission of two new partners and the ...

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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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  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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  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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