Client Memos
What You Should Know About the SECURE Act
Last December, the Senate approved the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, and it…
529 Savings Plans
Student loan debt just passed the $1.6 trillion mark earlier this year, and education costs are expected to continue to increase much…
What is a “Roth conversion”?
What is a “Roth conversion”? A “Roth conversion” is the action of converting pre-tax retirement assets (401(k), IRA, etc…) into Roth IRA…
Gamble Jones Investment Counsel named to the CNBC Financial Advisor 100 list
It is with great pride that we announce that Gamble Jones Investment Counsel has been named to the CNBC FA 100 list. …
Tax Efficient Gifting
Charitable donations aren’t made for the tax write-off, but if you’re going to donate, you might as well do it tax efficiently! …
Cyber Security Best Practices
It seems almost every other week we hear of a cyber security breach at a major corporation. With all the news surrounding…
Is Your Current Asset Allocation Still Appropriate?
As the stock market continues to reach all-time highs, we want to encourage you to review your investable assets to make sure…
What is “Estate Planning”?
What is “Estate Planning”? Estate planning is the process of understanding the ownership structure and the beneficiary structure of your assets to…