Client Memos

10 Admired Women in Wealth Management 2022!

We are so proud of our President, Alison Gamble! Alison has been featured by Aspioneer as one of 10 Admired Women in Wealth Management for 2022! Please click here to read the full article.

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Planning Opportunities During Market Declines

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.

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Estate Planning: Picking the Right People

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?

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Retirement Account Options

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.

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Happy New Year from Gamble Jones

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.

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Rollover Decisions

If you are considering a rollover from an employer-sponsored retirement plan, please read the following very carefully before you decide.

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Tips to Help Protect your 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 protect our cyber health, and here are a few guidelines that will help you stay safe, healthy, and protected while online.

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