Gamble Jones

Client Memos

Oct 11, 2021
GJIC named to the CNBC FA 100 for third year in a row!

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

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Sep 23, 2021
Year-end Planning Opportunities

Autumn is with us, and the holiday season is close behind.  Below are a few planning reminders and potential opportunities to review…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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