Client Memos
Tips to Help Protect your 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…
GJIC named to the CNBC FA 100 for third year in a row!
It is with great pride we announce that Gamble Jones Investment Counsel has been named to the CNBC FA 100 list for…
Year-end Planning Opportunities
Autumn is with us, and the holiday season is close behind. Below are a few planning reminders and potential opportunities to review…
2021 Retirement Account Contribution Limits
Below are the 2021 tax year contribution/deferral limits. Please review your unique tax situation with a professional before significantly altering your retirement…
Asset Allocation Review
As the stock market continues to reach all-time highs, we want to encourage you to review your investable assets to make sure…
Estate Taxes
“Tis impossible to be sure of any thing but Death and Taxes” – Christopher Bullock (1716)Federal estate taxes, gift taxes, and generation…
Planning for Long-term Care
In light of our population’s current demographics and projected longevity, there is a heightened need for long-term care planning. More people than…
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…