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From the President’s Desk: Thoughts on the Fourth Quarter

From the President’s Desk: Thoughts on the Fourth Quarter

by Gould Asset Management | Jan 20, 2022 | Uncategorized

A Sprinting Market…Gasping for Breadth? The US stock market rocketed upward by more than 10% in the fourth quarter, finishing another remarkable year at all-time highs. The large cap S&P 500 index returned a whopping 28.7% in 2021. Strong corporate earnings...
Economic & Market Review: Fourth Quarter 2021

Economic & Market Review: Fourth Quarter 2021

by Gould Asset Management | Jan 20, 2022 | Uncategorized

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 2021. The excerpt is posted here for the benefit of our blog subscribers. Stocks Surge Despite Inflation and...
MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part Two

MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part Two

by Gould Asset Management | Dec 10, 2021 | Claremont Courier, Uncategorized

by Don Gould Last week in Part One of this two-part series, I focused on how to increase the tax benefit of your charitable donations, enabling you to give more to charity at the same net cost. In this Part Two, I will review three other strategies for tax-smart...
MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part Two

MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part One

by Gould Asset Management | Dec 3, 2021 | Claremont Courier, Uncategorized

by Don Gould “Give us your clunker and save on taxes!” “Call your PBS station right now and make a tax-deductible donation to support public television!” By now, it has been well pounded into our brains that donations to qualified charities are tax-deductible in the...
From the President’s Desk: Thoughts on the Fourth Quarter

From the President’s Desk: Thoughts on the Third Quarter

by Gould Asset Management | Oct 15, 2021 | Uncategorized

Inflation Returns, But for How Long? Inflation is back. You can see it at the grocery store, in restaurants, wages, housing costs, gasoline, and many other places. Inflation also manifests in a more subtle way—getting less for what you pay. Have you noticed that the...
Economic & Market Review: Third Quarter 2021

Economic & Market Review: Third Quarter 2021

by Gould Asset Management | Oct 15, 2021 | 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 2021. The excerpt is posted here for the benefit of our blog subscribers. US Expansion Robust, Delta Variant Likely...
September Webinar and Q&A with Don Gould

September Webinar and Q&A with Don Gould

by Gould Asset Management | Sep 24, 2021 | Uncategorized

Many thanks to those who joined us Monday, September 20th, 2021 for Don Gould’s live webinar on upcoming potential tax law changes and how to prepare. Don touched upon quite a few areas where tax changes are currently being proposed. These included: Corporate...
MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part Two

MONEY and INVE$TING: How Diversified Are You, Really?

by Gould Asset Management | Aug 20, 2021 | Claremont Courier, Uncategorized

by Don Gould From an early age we are admonished, “don’t keep all your eggs in one basket,” especially where investments are concerned. A diversified investment portfolio holds many assets rather than just one or a few, greatly reducing the chances that all your eggs...
From the President’s Desk: Thoughts on the Fourth Quarter

From the President’s Desk: Thoughts on the Second Quarter

by Gould Asset Management | Jul 21, 2021 | Uncategorized

A Robust and Bumpy Rebound The US economy continued its sharp rebound last quarter as the pandemic receded. June payrolls alone showed a nearly one million gain in the number employed, meaning the economy has recovered about three-fourths of the jobs lost in the...
Economic & Market Review: Second Quarter 2021

Economic & Market Review: Second Quarter 2021

by Gould Asset Management | Jul 21, 2021 | 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 2021. The excerpt is posted here for the benefit of our blog subscribers. Stocks Set New Highs as Vaccination Rates...
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