Gamble Jones

Client Memos

Sep 14, 2021
2021 Retirement Account Contribution Limits

Below are the 2021 tax year contribution/deferral limits. Please review your unique tax situation with a professional before significantly altering your retirement…

Read more
Aug 18, 2021
Asset Allocation Review

As the stock market continues to reach all-time highs, we want to encourage you to review your investable assets to make sure…

Read more
Jul 28, 2021
Estate Taxes

“Tis impossible to be sure of any thing but Death and Taxes”  – Christopher Bullock (1716)Federal estate taxes, gift taxes, and generation…

Read more
May 19, 2021
Planning for Long-term Care

In light of our population’s current demographics and projected longevity, there is a heightened need for long-term care planning.  More people than…

Read more
Mar 17, 2021
Planning for Incapacity

Estate planning is an integral part of any financial plan and encompasses more than just the distribution of assets at death.  Advance…

Read more
Feb 11, 2021
Don’t Waste A Low Tax Bracket

A low tax bracket is a terrible thing to waste!When calculating your income tax liability, there are three core components:Gross income, which…

Read more
Oct 8, 2020
GJIC named to the CNBC Financial Advisor Top 100 list

It is with great pride we announce that Gamble Jones Investment Counsel has been named to the CNBC FA 100 list.  The…

Read more
Sep 16, 2020
Employer Benefits

Are you obtaining the maximum utility from your employer benefits?  Whether you are a new employee or are approaching retirement, it is…

Read more
Aug 12, 2020
Annuities: Know What You Own

After periods of heightened market volatility, conservative investors and those approaching retirement may be attracted to certain attributes of annuity contracts.  There…

Read more
Aug 3, 2020
Gamble Jones Investment Counsel Named to 2020 Financial Times 300 Top Registered Investment Advisers

Gamble Jones Investment Counsel is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers,…

Read more