Perspectives from the Gamble Jones team

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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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, the Federal Reserve (“Fed”) provided a tailwind to asset prices by keeping interest rates at or near zero while implementing quantitative easing (“QE”), a practice in which the Fed purchases treasuries and mortgage-backed securities.  Every time the Fed attempted to normalize monetary policy by raising rates and reducing QE, markets reacted negatively.  Fearing a deflationary spiral from the decline of asset prices in a highly indebted economy, these adverse market reactions were met swiftly with the Fed reverting back to easy monetary policy.  

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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 and thus create their own special legacy.

Five Acres Starry Starry Night Gala

Gamble Jones was pleased to attend and support the Five Acres Annual Gala, May 15th at a private estate in Pasadena. Five Acres serves more than 7,000 children and families annually, their belief is that every child deserves a forever family.

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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Newsletter – Quarter 1, 2022

In addition to springing forward an hour for daylight saving time, it seems like the clock has also recently been turned all the way back to the 1970s in some unfortunate ways.  Rampant inflation, an oil supply shock, and Russian military expansionism have all once again reared their ugly heads, injecting significant volatility into global markets and leading to the first correction in the S&P 500 since the early days of the pandemic.

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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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