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MONEY and INVE$TING: Reflections on 25 years part I: The Vanguard effect

MONEY and INVE$TING: Reflections on 25 years part I: The Vanguard effect

by Gould Asset Management | Sep 28, 2024 | Uncategorized, Claremont Courier

by Don Gould Twenty-five years ago, I started Gould Asset Management in a small office above what was then Goldstein Optometry, on the east side of Indian Hill Boulevard between First and Second streets. The occasion of our silver anniversary prompted me to reflect on...
Making a Difference: Our Role in Helping Clients Navigate Socially Responsible Investing

Making a Difference: Our Role in Helping Clients Navigate Socially Responsible Investing

by Gould Asset Management | Aug 6, 2024 | Blog

By Scott Smith, CFA Socially responsible investing is on the rise, and Gould Asset Management has a process to support clients who want to incorporate social considerations into their investment portfolios. According to Sustainable Signals, a report from the Morgan...
From the President’s Desk: Thoughts on the Second Quarter

From the President’s Desk: Thoughts on the Second Quarter

by Gould Asset Management | Jul 15, 2024 | Uncategorized

How is it already July? Some posit that time seems to accelerate because each successive year represents a smaller fraction of our lifetime. In briefer contexts, the perception of time seems to depend on where you sit. For example, during the recent deciding Game 7 of...
Economic & Market Review: Second Quarter 2024

Economic & Market Review: Second Quarter 2024

by Gould Asset Management | Jul 15, 2024 | Uncategorized

by The Gould Asset Management Team Note: This post is an excerpt from Gould Asset Management’s Economic and Market Review for the Second Quarter of 2024. The excerpt is posted here for the benefit of our blog subscribers. Large-Caps Lead the Way in Q2 as Markets...
Maximizing Financial Potential: Why Your Relationship with Your Financial Advisor Matters More Than You Think

Maximizing Financial Potential: Why Your Relationship with Your Financial Advisor Matters More Than You Think

by Gould Asset Management | Jul 9, 2024 | Blog

By Tom Carr, CFP® If you think most financial advisors are more or less the same, think again. Beyond the numbers, a relationship built on trust, understanding, and shared goals can go a long way in helping you develop an investment strategy that works for you....
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341 West First Street,
Suite 200
Claremont, California 91711

Phone: 909.445.1291
Fax: 909.445.1299

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Client Solutions

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The Client Experience

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About Gould

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Our People

Community Involvement

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Overview

Equity Index Plus

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TargetReturn

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341 West First Street,
Suite 200
Claremont, California 91711

P: 909.445.1291
F: 909.445.1299

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