Gamble Jones

Client Memos

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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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…

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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,…

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Jun 18, 2020
CARES Act: Part II

The CARES Act enacted earlier this year waived required minimum distributions (RMDs) from most retirement accounts for 2020 and created the Coronavirus-Related Distribution rules for…

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May 28, 2020
Pension Decisions: Lump-sum or Lifetime Annuity?

Preparing to retire or changing careers can be stressful; sometimes you don’t have a choice in the timing! During these transitions, you…

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