Entries by Gamble Jones

Newsletter – Quarter 3, 2021

The many students who have recently returned to school can only hope for grades like the stock market has posted for most of the year.  Over the past several months, the market has successfully shrugged off a number of concerns, including extended valuations, rising inflation, and a slowdown in the economic recovery caused by the […]

Asset Allocation Review

As the stock market continues to reach all-time highs, we want to encourage you to review your investable assets to make sure your asset allocation is still appropriate based on your goals and risk tolerance.

Estate Taxes

“Tis impossible to be sure of any thing but Death and Taxes”  – Christopher Bullock (1716) Federal estate taxes, gift taxes, and generation-skipping taxes compose our current “transfer” tax system.  Estate taxes are imposed upon and paid by the taxable estate before distribution (or transfer) to the beneficiaries.  In contrast, inheritance taxes are imposed upon […]

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 stock market beginning to form as technology and stay-at-home stocks propelled the market higher off of the March Covid lows.  Now, a year later, the domestic economy has reopened, and cyclical stocks, which […]

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 ever before are expected to require long-term care services and rely on those services for a greater period of time.  In addition, health care costs tend to rise more quickly than general inflation […]

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 and corporate earnings growth have become much rosier in recent months, this optimism has been accompanied by an increase in long-term interest rates that has created some additional market volatility.