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Featured News
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10 Dec, 2021
What Advisors Should Know About Donor-Advised Funds
捐赠者建议基金是为支持IRS批准的501(c)3慈善机构而设立的账户, says Chloe Wohlforth, 注册理财规划师兼yabo亚博网站登录首页财富管理公司董事总经理, a firm that specializes in...
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9 Dec, 2021
非营利组织如何与私营部门合作扩大影响
在过去的一年半里,美国经历了非同寻常的社会动员. 从争取种族平等的抗议活动,到人们对获得医疗保健的巨大差距的日益认识, education, and other basic...
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8 Dec, 2021
祝节日健康,新年快乐
为了向我们的客户致敬,yabo亚博网站登录首页投资公司在2021年全年为这些优秀的组织提供支持. We are ever grateful for your support & friendship. THANK YOU. Best wishes for a joyful holiday and a Happy New Year.
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6 Dec, 2021
CalPERS is Turning to Private Equity & Leverage to Boost Returns & Reduce Risk
"To me, 这凸显了机构投资者面临的最大挑战, 哪一种投资回报率能满足他们的投资目标," said Michael Rosen, chief investment officer at Angeles Investment Advisors.
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3 Dec, 2021
她的父亲在9/11事件中丧生,这让她开始帮助人们理财
在911事件后的几个星期里,家人的朋友们团结在克洛伊和她的母亲身边. 当其中一人问起家庭的经济状况时, 它引发了一系列没人能预料到的事件.
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29 Nov, 2021
Looking to Diversify? Think Real Estate
“耶鲁大学拥有很少有投资者拥有的重大物质优势,”迈克尔·罗森说. “对于投资者来说,仅仅通过遵循耶鲁的资产配置模式来复制耶鲁所取得的成就并不那么简单."
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19 Nov, 2021
Stay Invested & Ride Out Market Volatility
罗森说,在经济强劲和美联储采取宽松政策的情况下,应该继续投资. Regarding inflation, he believes that the Fed is playing with fire, and investors should avoid bonds in favor of cash.
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17 Nov, 2021
差不多到了:理财顾问给客户的节日礼物
Were sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. 它是由我们的员工和社区向我们确定的应该得到支持的地方确定的. Its a pretty diverse group.
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26 Oct, 2021
为什么资助者应该注重能力建设以扩大影响
Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. 资助者通常根据他们资助的具体项目来考虑影响, but these programs will only be as good as the...
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21 Oct, 2021
西方征服东方:哈利·格兰德和AWMs胜利进军纽约
From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, 引进了四位经验丰富的财富管理专业人士,向他汇报工作.
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15 Oct, 2021
Tax-Savvy Wealth Mgmt. Surges in Importance for Financial Advisors & Clients
Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. 财务建议和税务规划都涉及复杂的问题,应该由不同的个人或团队来处理.
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22 Sep, 2021
Solar & 水资源短缺可能决定未来,但不能使其成为好的投资
Its great to identify sectors with great demand, 在很长一段时间内,这两个行业的结构性需求似乎都是正确的, said Michael Rosen, CIO at Angeles in Santa Monica, Calif. But thats just one element. The other is supply."
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21 Sep, 2021
Angeles Investments Advisors任命Sapna Shah为常务董事
Angeles Investments今天宣布聘请CFA、CAIA的Sapna Shah担任董事总经理. 她在客户投资组合监管方面拥有丰富的背景, corporate responsibility, diversity and inclusion, and sustainable social impact.
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11 Sep, 2021
Her Father Perished on 9/11. She Became an Advisor to Help Others Plan
For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. 当她坐在格林威治高中的法语课上时,这种情况开始发生变化, Connecticut, 一个朋友进来说一架飞机刚刚撞进了世贸中心.
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2 Sep, 2021
Covid-19 Is Still Raging. How Advisors Are Keeping Their Workplaces Safe.
Although Covid-19 restrictions are everchanging, 安吉利斯一直优先为我们的员工和客户提供安全的工作环境. In a recent Barrons article, 乔恩·福斯特讨论了我们公司确保员工在办公室感到安全的方法.
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2 Sep, 2021
评论:传统的60/40投资组合实际上已经到了它的失效日期
传统的60/40投资组合为投资者提供了良好的服务,但它已经到了寿终正寝的时候. In an Op-ed for CNBC, Angeles首席投资官迈克尔·罗森概述了他对为什么高质量债券不再在投资组合中占有一席之地的看法.
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1 Sep, 2021
1.3% and 16%? As 2 and 20 Fades, Hedge Funds See New Fee Pressure
许多资产管理公司预测,未来10年市场回报率将下降, 收取高额费用并需要高回报来证明其合理性的对冲基金面临着挑战, said Michael Rosen, principal and CIO at Angeles Investment Advisors.
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1 Sep, 2021
德州养老金重新分配机会主义信贷套筒到固定收益
养老金正远离核心固定收益,寻求在波动性和收益率之间进行权衡, said Michael Rosen, principal and CIO at Angeles Investment Advisors.“如果你在寻找合理稳定的收入,低波动性..
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10 Aug, 2021
分析:联合国气候报告增加绿色投资基金的紧迫性
“从你的投资组合中排除煤炭公司或不良企业,只投资绿色企业很容易. 真正的影响来自于采取高碳排放并迫使他们改变自己的行为," said Michael Rosen, CIO of Angeles.
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3 Aug, 2021
Biden Bill May Boost Pensions' Appetite for Infrastructure
“投资基础设施存在巨大的流动性不足问题, said Michael Rosen, principal and CIO at Angeles Investment Advisors. These typically are projects that are 10, even 20 years. And so to lock up your money, to give up...
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6 Jul, 2021
股票仍然是长期增长的地方:Angeles Wealth Management
我们的首席投资官迈克尔·罗森接受了雅虎的采访! Finance to provide his perspectives on the market, current uncertainties faced by investors, 以及股票在长期成长型投资组合中可以发挥的作用.
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24 Jun, 2021
4 Reasons to Call It Quits With Your Financial Advisor
“在对你目前的生活方式进行深入研究和发现之前,不应该讨论投资, expenses, family members and retirement goals," says Harry Grand of Angeles Wealth Management.
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11 Jun, 2021
yabo亚博网站登录首页财富的乔恩·福斯特:丑陋的惊喜困扰着咨询行业
Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business model, and, as a result, 我们财富咨询业务的快速增长和吸引力.
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5 Jun, 2021
Reasons To Be Bullish On The Economy Right Now
The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a booming demand, and will spend to boost output, he adds. Financial conditions are as accommodative
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