Entries by Gamble Jones

Year-end Planning Opportunities

The holiday season is here and 2023 is approaching quickly. Now is the time to get a jump start on your year-end planning. Please review the following planning strategies and contact us with any questions.

Newsletter – Quarter 3, 2022

The stock market’s third quarter performance reminds us of the opening lines of A Tale of Two Cities.  The first several weeks were “the best of times,” as stocks started the quarter on an up-note and appreciated meaningfully.  The catalyst was the Fed’s late-June meeting, after which investors seemed to think the toughest and most […]

Intra-family Gifting

When creating a gifting strategy for family, outright gifts may not be ideal if the recipients are minors or if you wish to limit or delay the beneficiary’s access to the gifted assets.  UTMA accounts, 529 Plans, and special trusts are just a few of the gifting vehicles available that allow donors to utilize the […]

Annual Insurance Review

Insurance is a pillar of successful financial planning, so it is important to periodically review your various insurance policies and to modify them as your situation evolves. Below is an outline for reviewing your home, auto, and life insurance.  Please review the article Planning for Long-term Care for general information on long-term care insurance.  

Newsletter – Quarter 2, 2022

Investors will likely look back at the 2010s as an ideal period for owning assets.  Valuations were low for many asset classes as we exited the Great Recession of 2008-2009, the economy was recovering – albeit  at a low growth rate, and inflation levels were low and very consistent.  To add to this ideal environment, […]

PCDA Harvest Moon Gala 2022

Professional Child Development Associates (PCDA) celebrated its 25th anniversary on May 22, 2022, with an outdoor gala at the Langham Huntington Hotel’s Horseshoe Garden! Gamble Jones was pleased to sponsor and attend the beautiful event. In their 25 years of service, PCDA has supported tens-of-thousands of children and their families to live richer, fuller lives […]