Gamble Jones

Client Memos

Mar 20, 2020
Gamble Jones response to “Stay at Home” order

Dear Valued Gamble Jones Client,Last night California Governor Gavin Newsom issued a statewide “Stay at Home” order that limits non-essential movement for…

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Feb 19, 2020
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…

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Dec 4, 2019
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…

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Nov 12, 2019
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…

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Oct 30, 2019
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. …

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Sep 17, 2019
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! …

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Aug 12, 2019
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…

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Jul 18, 2019
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…

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Jun 20, 2019
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…

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Mar 18, 2019
What is a “Fiduciary”?

“A fiduciary is held to something stricter than the morals of the marketplace. Not honesty alone, but the punctilio of an honor…

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