Client Memos
Best Practices to Protect our 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…
CARES Act and Retirement Account Distributions
In response to the COVID-19 pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted on March 27th. The sharp…
Retirement Account Catch-Up Contributions
It is commonly believed that retirees spend less during retirement. If this is true, is the reduced spending a result of fewer…
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…
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…
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…
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…
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. …