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