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....
by Gould Asset Management | May 24, 2024 | Uncategorized
Many thanks to those who joined us Tuesday, May 21st, 2024 for our live webinar with Professor David Bachman of Pitzer College and company president Don Gould. Professor Bachman and Don had an engaging discussion on artificial intelligence (AI), the latest...
by Gould Asset Management | May 17, 2024 | Blog
Gould Asset Management marks its 25th anniversary! Company founder Don Gould reflects on the journey in this brief...
by Gould Asset Management | Apr 18, 2024 | Uncategorized
Stocks Continue Their Ascent, Whatever the Reason Following a strong 2023, stock market gains accelerated in the first quarter, with the leading global benchmark up 8.3% and the US large cap S&P 500 surging 10.6%, or roughly what the market averages in a full...
by Gould Asset Management | Apr 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 First Quarter of 2024. The excerpt is posted here for the benefit of our blog subscribers. US Targets Soft Landing in 2024 The US...
by Gould Asset Management | Mar 22, 2024 | Uncategorized, Claremont Courier
by Don Gould On March 20, the Dodgers open their 2024 campaign in Seoul, South Korea against the San Diego Padres. The game’s location is part of the effort by Major League Baseball (MLB) to build international interest in baseball. Fittingly, the game will feature...
by Gould Asset Management | Mar 21, 2024 | Blog
By Johnny DeBiase, CFA April 15th is just around the corner, and many of us are knee-deep in tax planning. When inundated with massive quantities of receipts, financial statements, forms, and spreadsheets, it can be all too easy to make errors that can lead to...