Client Memos
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…
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…