Market Value – What It Is and Isn’t Your monthly account statements from the custodian show the “market value” of each investment, which add up to your portfolio value. What do those numbers actually mean? Suppose you own 100 shares of Microsoft (symbol: MSFT). At the...
by Donald Gould In 1976, Roger Ibbotson and Rex Sinquefield, former classmates at the University of Chicago, published their seminal work, “Stocks, Bonds, Bills, and Inflation: Year-by-Year Historical Returns (1926–1974).” Their study, nicknamed SBBI, was the...
The Trump Account: A Powerful Opportunity Hidden in the Details For parents and grandparents thinking generationally, the new Trump Accounts contain one of the most compelling wealth building opportunities we have seen in years. This is not so much for what the...
by The Gould Asset Management Team Note: This post is an excerpt from Gould Asset Management’s Economic and Market Review for the First Quarter of 2026. The excerpt is posted here for the benefit of our blog subscribers. US Enters 2026 on Uncertain Footing The US...
