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![Citadel Staff's Fund Stake Triples to $9 Billion in Four Years]()
17 Oct, 2024Citadel Staff's Fund Stake Triples to $9 Billion in Four Years
“我们欣赏承认”一只基金拥有超出其需求的资金所需要的诚信, said Michael Rosen, CIO at Angeles Investment Advisors, speaking generally. "There's a strong financial incentive to hold onto capital because..."
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![Time to Get on The China ETF Train? Advisors Speak Up]()
10 Oct, 2024Time to Get on The China ETF Train? Advisors Speak Up
“除非政府重新接受推动经济中财富非凡增长的资本主义政策, we will likely remain structurally underweight Chinese equities," said Michael Rosen, CIO at Angeles.
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![如果软着陆是可能的，为什么小盘股没有反弹?]()
3 Oct, 2024如果软着陆是可能的，为什么小盘股没有反弹?
“重要的是利润，而利润不是由罗素2000指数成分股公司产生的. 它们是由这些市值巨大的公司产生的，这就是为什么它们是市场领导者." said Michael Rosen, CIO at Angeles.
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![The S&标普500指数本周屡创新高，但仍是英伟达的市场]()
27 Sep, 2024The S&标普500指数本周屡创新高，但仍是英伟达的市场
“股票市场是由利润驱动的，产生最多利润的公司是引领市场的公司," said Michael Rosen, managing partner and CIO at Angeles Investments.
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![Bond Markets Search for Value as Equities Eye Profits]()
26 Sep, 2024Bond Markets Search for Value as Equities Eye Profits
This afternoon, 我们的首席信息官Michael Rosen在嘉信理财网络上与Nicole Petallides一起讨论了市场对美联储降息的反应, the state of the bond market, equity performance and more. Tune in to hear more of Michael's perspective.
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![S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap]()
25 Sep, 2024S&P 500 Snaps Two-Day Climb With Fed in Focus: Markets Wrap
“50个基点的变动带来了一点变化，那就是美联储愿意加快行动, to be more accommodative, to be more receptive to economic conditions, as opposed to just focusing on inflation," said Michael Rosen, CIO at Angeles.
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![Traders Brace for Least Predictable Fed Meeting in Years]()
18 Sep, 2024Traders Brace for Least Predictable Fed Meeting in Years
As we await the Fed's rate cut decision, 我们的首席信息官Michael Rosen与路透社分享了他对债券市场现状的见解. 他讨论了为什么我们认为市场在过去三年里误判了货币政策的步伐.
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![Stock Market Is in the Homestretch of 2024. It's Time to Buckle Up & Branch Out]()
30 Aug, 2024Stock 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?"
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![Advisors Take Stock After AI Shares Suffer Cruel Summer]()
8 Aug, 2024Advisors Take Stock After AI Shares Suffer Cruel Summer
"It's a legitimate debate about the pace of growth in the future, 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.
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![AWM被《yabo亚博网站登录首页》的RIA Intel评为年度最佳RIA]()
1 Aug, 2024AWM被《yabo亚博网站登录首页》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）.
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![Geopolitics is Back to Break Markets' Stride]()
22 Jul, 2024Geopolitics 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, chief investment officer of Angeles Investments in Santa Monica.
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![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]()
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）.
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![A Backdoor Roth and 2 More Ways to Save on Taxes]()
10 Jun, 2024A 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, particularly when implementing optimal tax strategies. In a piece written by our managing director Rick Nott, he explores three crucial, lesser-known, strategies.
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![Will We See a Global Tax on Billionaires?]()
5 Jun, 2024Will We See a Global Tax on Billionaires?
Our managing director Rick Nott points out for Susan Lipp that U.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.
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![离婚顾问列举了离婚诉讼中最容易被忽视的财务问题]()
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," says our partner and head of the New York office Harry Grand.
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![Emerging-Market Stocks' Latest Bout of Weakness Likely Won't Last]()
5 Jun, 2024Emerging-Market Stocks' Latest Bout of Weakness Likely Won't Last
"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.
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![乔恩·福斯特：《yabo亚博网站登录首页》]()
30 Apr, 2024乔恩·福斯特：《yabo亚博网站登录首页》
On the latest episode of Greg Bartalos' The Way Forward Podcast, 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.
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![名人、慈善、多元化：一位“金融建筑师”的见解]()
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.
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![yabo亚博网站登录首页连续第七年被评为yabo亚博网站登录]()
26 Apr, 2024yabo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.
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![Advisors Increasing Allocations as Small-caps Rally]()
22 Mar, 2024Advisors Increasing Allocations as Small-caps Rally
"Our investment approach tends to emphasize profits, 而且，小盘股的盈利能力通常不如大盘股," said Angeles CIO, Michael Rosen. “小盘股的杠杆也比大盘股高得多，因此风险更大..."
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![让一家人坐到一起讨论给予比听起来要难]()
19 Mar, 2024让一家人坐到一起讨论给予比听起来要难
"The real question is 'What is our clients legacy?'" Chloe said. "What does that mean? 因此，我们要确保我们提出的计划反映了这一点，并确保它们的遗产得以传承."
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![Is Your Advisory Client Considering a Charitable Legacy? Here are Some Tips.]()
13 Mar, 2024Is Your Advisory Client Considering a Charitable Legacy? Here are Some Tips.
Chloe Wohlforth, partner at Angeles Wealth Management, 今天，我们将与InvestmentNews的主持人格雷格·格林伯格一起讨论理财顾问如何才能最好地帮助客户完成从积累资产到创建慈善遗产的转变.
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![Wall Street Turbocharges Bitcoin's Wild Rally and Rakes In Cash]()
1 Mar, 2024Wall Street Turbocharges Bitcoin's Wild Rally and Rakes In Cash
“华尔街会接受任何能给他们带来资金的东西，所以你不会知道它是好是坏," said Michael Rosen, CIO at multi-asset investment firm Angeles Investments, adding that he believes faith in cryptocurrencies...
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![AWM的Rick Nott被评为2024年最佳黑人财务顾问之一]()
28 Feb, 2024AWM的Rick Nott被评为2024年最佳黑人财务顾问之一
In celebration of Black History Month, 我们很高兴yabo亚博网站登录首页财富管理公司总经理Rick Nott在财富解决方案报告的探路者奖项目中被认可为2024年最佳黑人财务顾问之一.
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