GEM Asset Management, LLC

06/16/2026

For many families with significant means, providing a lasting benefit to the greater community and society is a core value. Tim Story shares guidance on integrating philanthropic impact into a multigenerational legacy.

Learn how philanthropic wealth planning can strengthen your family’s financial legacy and create multi-generational impact.

06/15/2026

We're thrilled to launch our newly redesigned website! Built for easier navigation and clearer communication of our mission and values, the site features the same authoritative, evidence-based guidance and secure client interfaces you depend on, now delivered in an updated, visually appealing format.

Explore our services, meet our team, and discover the resources available to help you plan with confidence. We invite you to check it out and let us know what you think!

Explore the new site here: https://www.gemasset.net/

06/11/2026

As business owners approach retirement, many are thinking about how to extend their legacy, not just how to fund retirement. Financial advisor Steve Alexandrowski provides tips on how to plan for both goals.

Learn why business succession planning is about growth, not just retirement, and how to prepare for a profitable transition.

06/11/2026

You've spent decades saving, but turning those savings into income that lasts through 30+ years of retirement is a different challenge entirely.

Join Steve Alexandrowski, CFP®, for a practical, candid conversation about the questions we hear most: Will I run out of money? When should I take Social Security? How do I keep more of what I've saved? We'll cover sequence of returns risk, tax windows, healthcare costs, and how to give yourself permission to actually spend what you've built.

Date: Tuesday, June 16th
Time: 11:00 AM ET.

Register now: https://us06web.zoom.us/webinar/register/3617798083119/WN_DbsV5HMpSSGw1LI32quTzg

06/04/2026

Giving back is meaningful. Giving strategically is powerful. Purpose-driven philanthropy aligns your charitable goals with your financial plan and values. Whether through donor-advised funds, qualified charitable distributions from your IRA, appreciated stock donations, or legacy planning, there are tax-efficient ways to maximize your impact.

The causes you care about deserve more than leftover dollars. They deserve intentional planning that amplifies your generosity while supporting your long-term financial goals. Philanthropy with purpose creates lasting change for the organizations and communities you love.

06/03/2026

The investors who tend to do well over time share a common trait: they can acknowledge their emotions and still make decisions rooted in data and evidence rather than how they feel in a given moment.

That starts with understanding something fundamental. When you buy a share of stock, you are becoming a part-owner of a real business. And what the market does every single day determines what that ownership is worth.

Keeping that grounded perspective, especially during uncertain times, is what separates reactive decisions from strategic ones.

Watch the full webinar here: https://www.gemasset.net/webinars/what-todays-headlines-mean-for-investors/

06/02/2026

Financial planning isn't just about growing wealth; it's about protecting it too. Estate plans help ensure your assets go where you intend. Adequate insurance coverage shields your family from unexpected hardship. Emergency funds provide stability during transitions. Tax strategies preserve more of what you've earned. Asset titling and beneficiary designations prevent costly mistakes.

True financial confidence comes from knowing you've built a plan that protects what matters most, both now and for generations to come. Protection isn't an afterthought. It's the foundation of every solid financial strategy.

05/20/2026

Nobody can reliably predict when the next market downturn will happen. But that is not actually the point. The most important element in investing is having a plan that accounts for your needs, your timeline, your assets, and your risk capacity, one that builds enough reserves so you are not forced to sell stocks at the wrong moment.

Think of it like earthquake preparedness. You cannot predict when one will strike. But you can bolt down the shelves, store the water, and make sure that when it does happen, it will not be devastating because you were ready.

That is what a sound financial plan is designed to do.

Watch the full webinar here: https://www.gemasset.net/webinars/what-todays-headlines-mean-for-investors/

05/18/2026

All investments have an element of risk, but risk can be managed to protect your portfolio. Financial advisor Steve Alexandrowski discusses managing risk and positioning your investments for future growth.

All investments have some risk, but risk can be managed to protect your portfolio. Learn about managing risk and positioning for future growth.

05/12/2026

Most investors know a bear market means a 20% drop. But here is something worth thinking about: in the span of one investing lifetime, there have been downturns even greater than that. Call it a grizzly bear market, a 30% drop. These are rarer, prolonged, and can be painful. But they have only occurred about 3 times in a lifetime, roughly once every 18 years.

The anxiety investors feel when markets fall is legitimate. But context matters. Understanding the difference between a correction, a bear market, and something deeper can help you stay grounded when volatility picks up.

Watch the full webinar here: https://www.gemasset.net/webinars/what-todays-headlines-mean-for-investors/