by Gould Asset Management | Nov 22, 2024 | Uncategorized, Claremont Courier
by Don Gould This is the second in a three-part series of reflections on changes in the investment industry in the 25 years since I started Gould Asset Management in Claremont. In part one of this series, I described how core investment products such as mutual funds...
by Gould Asset Management | Oct 18, 2024 | Uncategorized
We hope this quarterly note finds you well. The Irrepressible Stock Market Global stock markets vaulted upward yet again in the third quarter. The S&P 500 US large cap benchmark returned almost 6% and, for a change, US midcap and small cap, international...
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...
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...
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...
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....
