Perspectives from the Gamble Jones team

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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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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