by Samantha Sisson | Aug 13, 2026 | Uncategorized
August 13, 2026 I am very pleased to announce that effective September 1, 2026, Gould partner and senior portfolio manager Johnny DeBiase will become President of Gould Asset Management. As President, Johnny will oversee the company’s day-to-day business activities.I...
by Samantha Sisson | Jul 16, 2026 | Uncategorized
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 Samantha Sisson | Jul 9, 2026 | Uncategorized, Claremont Courier
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...
by Samantha Sisson | Jul 2, 2026 | Uncategorized
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...
