While market volatility provides investment opportunities, it can also provide tax planning and gifting opportunities. Roth conversions and intra-family gifting are examples of strategies to consider when asset prices are depressed.Read more
Estate planning is not a one-and-done exercise. You must review and update your plan in response to your evolving situation and changes to estate/gift tax legislation. A key part of any such review is to examine who will execute your plan and receive its benefits. Are the right people in place?Read more
Tax season is with us, and tax planning is likely top of mind! One of the few methods for deferring tax is the use of retirement accounts such as IRAs, SEP IRAs, and 401(k)s.Read more
It is that time of year when we get to spend time with family and friends and think about what 2022 will bring. Unfortunately, it is also the time of year when there is elevated activity by identity thieves designed to trick you into giving them your personal or financial information.Read more
If you are considering a rollover from an employer-sponsored retirement plan, please read the following very carefully before you decide.Read more
Since the onset of the Covid-19 pandemic, we have all been very mindful to protect our health. It is also important to protect our cyber health, and here are a few guidelines that will help you stay safe, healthy, and protected while online.Read more
It is with great pride we announce that Gamble Jones Investment Counsel has been named to the CNBC FA 100 list for the third year in a row. The CNBC FA 100 celebrates the financial advisory firms that top the list when it comes to offering “the best, most comprehensive planning and financial services to help clients navigate their financial lives.”
This year Gamble Jones ranked 23rd on the list of the top 100 firms in the nation. We want to take this opportunity to thank our clients for putting their trust in Gamble Jones for the last 65 years. We will continue to strive to offer outstanding service to help you and your loved ones reach your financial goals.
To see the entire FA 100 list, please visit www.cnbc.com
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