Gamble Jones
Dec 11, 2019
We are proud to share this article by CNBC where our very own Aram Schotts, CFP and Rob Souza, CFA have been quoted.

Why advisors encourage these older investors to buy more stocks PUBLISHED MON, DEC 2 20199:15 AM EST UPDATED TUE, DEC 3 201910:49…

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Dec 11, 2019
Our Chief Compliance Officer, Ashley Guerra was quoted in another informative article by CNBC.

New client best interest rule raises standards but ‘muddies the water’ on advisor, broker differences PUBLISHED MON, NOV 18 20198:00 AM EST…

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Dec 4, 2019
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…

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Nov 12, 2019
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…

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Oct 30, 2019
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. …

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Oct 22, 2019
Think Pink Fundraiser

October 6th marked the 7th annual Think Pink Fundraiser at the Altadena Country Club. The event was a huge success and will…

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Oct 22, 2019
9th Annual Ladies Night Out

On October 3rd, Cancer Support Community Pasadena (“CSCP”) hosted its 9th annual Ladies Night Out “Mamma Mia!” on the rooftop of the…

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Sep 18, 2019
Let’s Roll!

GJIC staff enjoyed a fun afternoon of bowling with friends and family! The Bowling champ of the evening was our very own,…

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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! …

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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…

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