Gamble Jones

Client Memos

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! …

Read more
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…

Read more
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…

Read more
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…

Read more
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…

Read more
Feb 21, 2019
Get Planning with Gamble Jones

To better serve you and your family, we continue to invest in our services and technology. Over the past several months, we’ve…

Read more