Our Perspectives
Newsletter – Quarter 4, 2019
The stock market’s strong performance in 2019 capped a great decade for investors. The S&P 500 had only one down year, in…
Newsletter – Quarter 1, 2020
And they said March Madness was canceled. While the college basketball postseason was indeed shut down, the coronavirus-induced chaos that has upended…
Gamble Jones response to “Stay at Home” order
Dear Valued Gamble Jones Client,Last night California Governor Gavin Newsom issued a statewide “Stay at Home” order that limits non-essential movement for…
What You Should Know About the SECURE Act
Last December, the Senate approved the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, and it…
Client Service Team Big Bear Retreat!
You know you like your coworkers when you choose to spend your weekends with them! Gamble Jones is truly a FAMILY office!
Congratulations to Dave Davis on his Retirement!
We celebrated Dave Davis at our annual holiday party December 20, 2019. Dave retired at the end of 2019 after twenty years…
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…
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…
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…
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…
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. …