Our Perspectives
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…
Best Practices to Protect our Cyber Health
Since the onset of the Covid-19 pandemic, we have all been very mindful to protect our health. It is also important to…
CARES Act and Retirement Account Distributions
In response to the COVID-19 pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted on March 27th. The sharp…
Market Update
Over the past two months, the coronavirus brought with it many economic “firsts” for investors. For example, for the first time:Significant components…
Retirement Account Catch-Up Contributions
It is commonly believed that retirees spend less during retirement. If this is true, is the reduced spending a result of fewer…
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…
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…
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…