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

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

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

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

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

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

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

MONEY and INVE$TING: The One Economic Number to Watch (Part 2)

by Gould Asset Management | May 28, 2021 | Uncategorized, Claremont Courier

by Don Gould In this two-part article, I suggest that if you could only watch one economic indicator, it should be the interest rate on the 10-year US Treasury Inflation-Protected Securities, or TIPS for short. The TIPS bond pays a return that is indexed to inflation....
MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part One

MONEY and INVE$TING: The One Economic Number to Watch (Part 1)

by Gould Asset Management | May 21, 2021 | Uncategorized, Claremont Courier

by Don Gould The media bombards us daily with economic and financial statistics. Housing starts were up. Jobless claims were down. Consumer confidence is fluctuating. The purchasing managers index was flat. And so on. It’s enough to make your head spin. But there is a...
MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part One

MONEY and INVE$TING: Longing for the Passbook Savings Account

by Gould Asset Management | Mar 30, 2021 | Uncategorized, Claremont Courier

by Don Gould I remember as a 10-year-old the wonder of my first passbook savings account. It was with a savings & loan (S&L), a bank-like company that focused on home mortgages. The savings account paid a 5.25% interest rate. Every time I visited the S&L...
MONEY and INVE$TING: Tax-Smart Charitable Giving Strategies – Part One

MONEY and INVE$TING: Is Now a Safe Time to Buy Stocks and Bonds?

by Gould Asset Management | Jan 8, 2021 | Uncategorized, Claremont Courier

by Don Gould Frequently we encounter a client who has a substantial cash balance and wants to get it invested for the long term, but is unsure about when to enter the financial markets. The cash might be from an inheritance, the sale of a home or business, or simply...
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341 West First Street,
Suite 200
Claremont, California 91711

Phone: 909.445.1291
Fax: 909.445.1299

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Client Solutions

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The Client Experience

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The Gould Difference

About Gould

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Our People

Community Involvement

News & Events

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Overview

Equity Index Plus

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TargetReturn

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Responsible Investing

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Resources

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341 West First Street,
Suite 200
Claremont, California 91711

P: 909.445.1291
F: 909.445.1299

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