Perspectives from the Gamble Jones team

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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Newsletter – Quarter 4, 2021

We are happy to report that stock market returns were above the historical average for the third consecutive year.  However, fixed income returns in 2021 were muted.  Financial markets are discounting mechanisms, meaning that changes in investor expectations about the future either depress or elevate security prices.  As such, one of the year’s most important milestones for financial markets was the fact that, to borrow Winston Churchill’s phrase, we reached “the end of beginning” in the war against Covid.  Although the virus is still with us, the progress that the health care community has made in treating and preventing the disease has made it possible for investors to start looking beyond the pandemic as they evaluate the future.  This progress had a positive impact on the stock market in 2021.

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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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Ladies Night Out - 2021

Ladies Night Out 10th Anniversary- Cancer Support Community Pasadena

Another fun night out supporting a great organization! CSCP was able to exceed its goal of $120,000 for the evening.  The mission of the Cancer Support Community is to ensure that all people impacted by cancer are EMPOWERED by knowledge, STRENGTHENED by action, and SUSTAINED by the community.

GJIC named to the CNBC FA 100 for third year in a row!

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