-
Articles & Insights Search
-
Search All Media
672 Results-
3 Sep, 2024
August 2024 Global Market Index Performance
尽管8月份开局不稳,但全球股票和债券8月份的回报率仍为正. The S&P 500 returned 2.4%, the MSCI ACWI increased 2.3%, and developed non-U.S. equities (MSCI EAFE) rose 3.3%.
-
30 Aug, 2024
Stock Market Is in the Homestretch of 2024. It's Time to Buckle Up & Branch Out
随着债券市场的反弹和长期国债的表现, Angeles CIO, 迈克尔·罗森质疑还有多少动能:“债券市场还有多少反弹空间, even if you expect a massive drop in rates?"
-
13 Aug, 2024
Beach Reading
Six new books for you, all fiction, all great. I hope you enjoy!The Sellout, 保罗·比蒂:这可能是自《yabo亚博网站登录首页》以来最杰出的讽刺小说. The protagonist, known by his ...
-
8 Aug, 2024
人工智能股票遭遇酷暑后,投资顾问开始盘点股票
“这是一场yabo亚博网站登录首页未来增长速度的合理辩论, and the appropriate valuation, 但表现最好的将是那些产生最多利润的公司," said Michael Rosen, chief investment officer at Angeles Investments.
-
1 Aug, 2024
July 2024 Global Market Index Performance
Global equity and bond returns were positive in July. The S&P 500 returned 1.2%, the MSCI ACWI increased 2.1%, and developed non-U.S. equities (MSCI EAFE) rose 2.9%. In the U.S., value stocks significantly outperformed growth.
-
1 Aug, 2024
AWM被《yabo亚博网站登录》的RIA Intel评为年度最佳RIA
Angeles财富管理公司在“10亿美元至100亿美元资产管理”类别中被评为RIA英特尔的年度注册投资顾问(RIA).
-
22 Jul, 2024
Geopolitics is Back to Break Markets' Stride
"For thirty years, 投资者从全球最伟大的全球化时代和地缘政治稳定中获益," said Michael Rosen, 圣莫尼卡天使投资公司的首席投资官.
-
8 Jul, 2024
2nd Quarter 2024 - Verschlimmbesserung
投资者在评估股市波动性和流动性风险时犯了两个大错误. Solving for one problem creates a far bigger one, a notion captured by this mouthful of a German word, Verschlimmbesserung.
-
5 Jul, 2024
在利率居高不下的情况下,基金经理们年年中都在寻找收益
利率“越高越长”的前景,使得短期固定收益资产尤其具有吸引力. In a recent CNBC article, our CIO, Michael Rosen, 讨论了我们如何在投资组合中使用贷款抵押债券(clo).
-
1 Jul, 2024
June 2024 Global Market Index Performance
6月份,全球股票和债券的回报率大多为正. The S&P 500 returned 3.6%, the MSCI ACWI increased 1.9%, and developed non-U.S. equities (MSCI EAFE) fell -1.6%. In the U.S., growth stocks significantly outperformed value.
-
10 Jun, 2024
A Backdoor Roth and 2 More Ways to Save on Taxes
代代相传的家族财富需要周密的规划, 特别是在实施最佳税收策略时. In a piece written by our managing director Rick Nott, he explores three crucial, lesser-known, strategies.
-
5 Jun, 2024
Will We See a Global Tax on Billionaires?
我们的总经理里克·诺特向苏珊·利普指出.S. 美国财政部长珍妮特·耶伦(Janet Yellen)反对对亿万富翁征收全球财富税,这与美国的资本主义和创业价值观是一致的.
-
5 Jun, 2024
离婚顾问列举了离婚诉讼中最容易被忽视的财务问题
"It's not just about investing, 但在这个困难时期,除了提供实用的财务建议外,他们还需要为客户提供情感支持和同理心,我们的合伙人、纽约办事处负责人哈里·格兰德(Harry Grand)说.
-
5 Jun, 2024
新兴市场股市的最新一轮疲软可能不会持续
"EM markets as a whole have been less profitable. 它们的估值较低,但那是因为它们应该估值较低。. He also notes the consistent outperformance & reliability of the U.S. compared to international markets.
-
3 Jun, 2024
May 2024 Global Market Index Performance
Global equity and bond returns were positive in May. The S&P 500 returned 5.0%, the MSCI ACWI increased 4.1%, and developed non-U.S. equities (MSCI EAFE) rose 3.9%. In the U.S.成长型股票的表现明显优于价值型和小盘股...
-
10 May, 2024
AWM演讲者系列特邀畅销书作家摩根·豪斯
我们很高兴继续这个系列,与畅销书作家摩根·豪斯进行现场炉边聊天, and our esteemed hosts, yabo亚博网站登录首页财富高级顾问安·迪顿和里克·诺特.
-
8 May, 2024
Beach Reading
I'm happy to go to the beach year-round, but it's now really becoming beach weather, 所以我为你下次去海滩旅行推荐了五本新书.NonfictionThe Blue Machine, Helen CzerskiWe ...
-
1 May, 2024
April 2024 Global Market Index Performance
4月份,全球股票和债券的回报率为负. The S&P 500 returned -4.1%, the MSCI ACWI decreased -3.4%, and developed non-U.S. equities (MSCI EAFE) fell -2.6%. In the U.S.成长型股票的表现略优于价值型股票,而大盘股的表现则略胜一筹...
-
30 Apr, 2024
乔恩·福斯特:《yabo亚博网站登录》
在Greg Bartalos最新一期的《yabo亚博网站登录首页》播客中, Angeles Wealth总裁兼首席执行官乔纳森•福斯特(Jonathan Foster)讨论了该公司如何与富裕家庭合作,进行多代人的财富规划, philanthropy, and more.
-
30 Apr, 2024
名人、慈善、多元化:一位“金融建筑师”的见解
Angeles Wealth的董事总经理里克·诺特(Rick Nott)讲述了他成为财务顾问的个人经历. 他回顾了自己的成长经历,以及在全球金融危机期间进入该行业的经历.
-
26 Apr, 2024
yabo亚博网站登录首页连续第七年被评为yabo亚博网站登录
Angeles很荣幸连续第七年被评为yabo亚博网站登录. We are grateful to you, our clients, 伙伴关系和信任是每一种关系的基础,也是我们每天工作的核心.
-
9 Apr, 2024
1st Quarter 2024 - Luminiferous
美国最伟大的科学家之一要为历史上最著名的失败实验负责. Therein lies lessons for investors today. 我们希望您喜欢我们的首席信息官迈克尔·罗森(Michael Rosen)撰写的最新季度信《yabo亚博网站登录首页》(luminifer).
-
5 Apr, 2024
2023 Sustainability Report
Angeles Investments认为,透明度是问责制的关键. 考虑到这一点,我们很自豪地分享2023年yabo亚博网站登录首页可持续发展报告. 本年度报告重点介绍了2023年我们的可持续发展举措和取得的进展.
-
2 Apr, 2024
过渡到OCIO:加强基金会的使命一致性
一个社区基金会开始了一段变革之旅,以提高其投资效率和使命一致性. 下面的案例研究强调了基金会向完全自由裁量的OCIO的转变.
-