Client Memos
Happy New Year from Gamble Jones
It is that time of year when we get to spend time with family and friends and think about what 2022 will…
Rollover Decisions
If you are considering a rollover from an employer-sponsored retirement plan, please read the following very carefully before you decide.In general, and…
Tips to Help Protect your Cyber Health
Since the onset of the Covid-19 pandemic, we have all been very mindful to protect our health. It is also important to…
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…
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…
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…
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…
Estate Taxes
“Tis impossible to be sure of any thing but Death and Taxes” – Christopher Bullock (1716)Federal estate taxes, gift taxes, and generation…