Our Perspectives
Newsletter – Quarter 3, 2021
The many students who have recently returned to school can only hope for grades like the stock market has posted for most…
Ladies Night Out 10th Anniversary- Cancer Support Community Pasadena
Another fun night out supporting a great organization! CSCP was able to exceed their goal of $120,000 for the evening. The mission…
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…
Newsletter – Quarter 2, 2021
What a difference a year makes! This time last year, we were in the midst of lockdowns with a recovery in the…
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…
Newsletter – Quarter 1, 2021
Only in the mercurial world of the stock market would good news be greeted with such turbulence. While the prospects for economic…
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…