by Gould Asset Management | Oct 18, 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 Third Quarter of 2024. The excerpt is posted here for the benefit of our blog subscribers. US Consumers Continue Spending, Employers...
by Gould Asset Management | Oct 15, 2024 | Blog
By Johnny DeBiase, CFA As you approach retirement, it is essential to consider how best to manage your retirement assets. For many college professors, these assets are tied to TIAA, a leading provider in higher education retirement plans such as 403(b) plans....
by Gould Asset Management | Oct 1, 2024 | Uncategorized
The following is a recap of Don Gould’s remarks to clients at our 25th anniversary client appreciation event at The Huntington on September 30, 2024. Dear Clients, It seems that a 25th company anniversary calls for some reflections, so here goes. First, my thanks to...
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...
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...
