GEM Asset Management, LLC

07/07/2026

For decades, you've focused on saving and growing your wealth. But retirement requires a fundamentally different mindset. The transition from the savings phase to the spending phase isn't just about numbers, it's about psychology. How do you give yourself permission to spend what you've worked so hard to build?

In this clip from our recent webinar, Steve Alexandrowski, CFP®, breaks down the mental shift that turns accumulated wealth into sustainable, confident retirement income. Watch the full conversation about turning savings into spending with real clarity and peace of mind.

Access the full webinar here: https://www.gemasset.net/webinars/retirement-income-planning-from-saving-to-spending-with-confidence/

06/30/2026

Establishing harmony and commitment to shared values may be the most important ingredient for a successful and enduring multigenerational family enterprise. Wealth manager Steve Alexandrowski explains.

Learn how to foster trust and transparency in family wealth governance that sustain harmony and purpose across generations.

06/24/2026

We're proud to share that Lisa Carey, CFP®, AWMA®, CRPC®, MPAS™, our Director of Financial Planning, has been recognized on Investment News' 2026 $100M Club: Top Female Advisors list.

This prestigious recognition highlights Lisa's dedication to retirement planning, wealth preservation, and helping clients navigate life's most important transitions with clarity and care. Lisa's commitment to her clients and her craft makes this honor well deserved.

Congratulations, Lisa, on this incredible achievement!

No compensation was paid to obtain or market this award. See the full list here: https://www.investmentnews.com/best-in-wealth/top-female-financial-advisors-in-the-us-100m-club/266913

06/21/2026

To all the fathers building legacies, making tough decisions, and planning for the futures of those they love, today we celebrate you.

Your commitment shapes generations, and we see the work you put in. At GEM, we're honored to support fathers and families through every stage of the journey.

Happy Father's Day from all of us!

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/