Our Perspectives
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…
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…
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…
Don’t Waste A Low Tax Bracket
A low tax bracket is a terrible thing to waste!When calculating your income tax liability, there are three core components:Gross income, which…
Newsletter – Quarter 4, 2020
It is finally over. With apologies to President Lincoln’s War Secretary Edwin Stanton, now 2020 belongs to the ages. Who would have…
GJIC named to the CNBC Financial Advisor Top 100 list
It is with great pride we announce that Gamble Jones Investment Counsel has been named to the CNBC FA 100 list. The…
Newsletter – Quarter 3, 2020
Unlike most amusement parks during the Covid-19 pandemic, Mr. Market’s Wild Ride has remained open for business. Following the fastest fall in…
Employer Benefits
Are you obtaining the maximum utility from your employer benefits? Whether you are a new employee or are approaching retirement, it is…
Annuities: Know What You Own
After periods of heightened market volatility, conservative investors and those approaching retirement may be attracted to certain attributes of annuity contracts. There…