Our Perspectives
Newsletter – Quarter 2, 2019
Throughout the first half of 2019, investors have been inundated with news about trade wars, government shutdowns, and Iran-US tensions. Despite these…
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,…
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! …
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…
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…
Let’s Celebrate!
We love to celebrate birthday’s at Gamble Jones! Staff enjoyed a catered lunch, birthday cake and lots of laughter celebrating some July…
9th Annual Founders Gala
Bridget Goodbody (L) and Natalie Perez (R), along with their dates, attended Monte Vista Grove Homes Gala on June 22, 2019 at…
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…
Special Delivery for Families Forward Learning Center
Rob Souza, Natalie Perez and Kristen Mitchel made a special delivery of books, games and toys today to Families Forward Learning Center….
Five Acres’ Annual Gala 2019
From Left to Right – Natalie Perez, Katie Roth, Bridget Goodbody, Kristen Mitchel
Saint Mark’s Supporters Hit the Courts and Course
Bridget Goodbody attended Saint Marks annual golf and tennis tournament. Players enjoyed an afternoon on the course and the courts, followed by…