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...
by Gould Asset Management | Jan 16, 2024 | Uncategorized
Crystal Balls are Overrated This first quarter of 2024 marks the four-year anniversary of the beginning of the Covid pandemic. Yes, hard to believe, but it’s really been four years since an invisible virus upended our world. Together, the pandemic’s onset and the...
by Gould Asset Management | Jan 16, 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 Fourth Quarter of 2023. The excerpt is posted here for the benefit of our blog subscribers. Stocks Surge in Q4, Capping String Year, as...
by Gould Asset Management | Oct 19, 2023 | Uncategorized
Markets Dip in Third Quarter The third quarter saw stocks and bonds both decline in the face of continuing Fed tightening. Inflation is down sharply from its 9% peak in mid-2022, but at 3%-4% it’s still above the Fed’s 2% target. So, rather than taking a relaxing...
by Gould Asset Management | Oct 19, 2023 | 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 2023. The excerpt is posted here for the benefit of our blog subscribers. US Economy Steady Amidst Headwinds The US...
by Gould Asset Management | Sep 1, 2023 | Uncategorized, Claremont Courier
by Don Gould Savers rejoice! Short-term interest rates, such as those on U.S. Treasury bills, recently breached the 5% level after sitting near zero for nine of the past 14 years. Cash is no longer trash; “financial repression” — that is, central banks keeping rates...
by Gould Asset Management | Jul 18, 2023 | Uncategorized
We hope your summer is off to a good start. US Stocks Bounce Back US stock indexes zoomed in the second quarter, with the S&P 500 large cap price index up 8.3%. By early June, the index entered bull market territory, having climbed 20% from its October 2022...
by Gould Asset Management | Jul 18, 2023 | 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 2023. The excerpt is posted here for the benefit of our blog subscribers. Stocks Move Higher in Q2 Amid a Resilient...
by Gould Asset Management | May 8, 2023 | Uncategorized, Claremont Courier
by Don GouldIn the 1946 film classic, “It’s a Wonderful Life,” community banker George Bailey (played by Jimmy Stewart) is besieged by depositors demanding their money after the despised Mr. Potter spurs a run on the bank for his own gain. George says to the anxious...
by Gould Asset Management | Apr 19, 2023 | Uncategorized
There was never a dull moment for financial markets in the first quarter of 2023. Markets seesawed monthly between optimism and pessimism. The Fed hiked interest rates twice, with another expected. Two banks collapsed amid old fashioned bank runs. The US debt ceiling...
