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…
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. …
Think Pink Fundraiser
October 6th marked the 7th annual Think Pink Fundraiser at the Altadena Country Club. The event was a huge success and will…
9th Annual Ladies Night Out
On October 3rd, Cancer Support Community Pasadena (“CSCP”) hosted its 9th annual Ladies Night Out “Mamma Mia!” on the rooftop of the…
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…