Perspectives from the Gamble Jones team

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

Newsletter – Quarter 3, 2021

The many students who have recently returned to school can only hope for grades like the stock market has posted for most of the year.  Over the past several months, the market has successfully shrugged off a number of concerns, including extended valuations, rising inflation, and a slowdown in the economic recovery caused by the Delta variant of Covid-19.  The result has been an unusually steady climb higher by the market for most of the year with just a few minor blips along the way.  In fact, the S&P 500 has doubled since bottoming in March of 2020 without a single 10% correction during that span.  A rise in interest rates represents the latest challenge for stocks and has added some volatility to the market in recent days.  The result has been the first 5% pullback in the market since just before the election last year, ending what had been the second-longest stretch without such a decline over the past 25 years and the 8th longest streak since 1930.  There has also been some choppiness below the market’s surface throughout the year, with bigger fluctuations among various sectors of the market that have come in and out of favor.  However, the market as a whole has been pretty resilient, with the S&P 500 remaining just a handful of percentage points off its high.

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2021 Retirement Account Contribution Limits

Below are the 2021 tax year contribution/deferral limits. Please review your unique tax situation with a professional before significantly altering your retirement savings tax strategy. Contact us with any retirement planning questions.

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Asset Allocation Review

As the stock market continues to reach all-time highs, we want to encourage you to review your investable assets to make sure your asset allocation is still appropriate based on your goals and risk tolerance.

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