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...
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...
War Jolts Markets After a modestly positive first two months of the year, markets were jolted by the joint US/Israel surprise airstrikes on Iran at the end of February, triggering a worldwide slide in stock prices that continued through most of March. Iran’s effective...
by Donald Gould If you love trains, you understand the big difference between knowing a train is due soon and actually seeing the massive engine rounding the bend. For months or even years, artificial intelligence experts have told us to prepare for the arrival of an...
by The Gould Asset Management Team Note: This post is an excerpt from Gould Asset Management’s Economic and Market Review for the Fourth Quarter of 2025. The excerpt is posted here for the benefit of our blog subscribers. Stocks Advance in Q4, Capping a Strong...
Happy New Year! We hope this note finds you easing into 2026. For those of us who remember the turn of the millennium, it is hard to believe we have now entered the second quarter of the century. US Stocks Do It Again 2025 was another banner year for US stocks, with...
