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Director of Investments
Director of Financial Planning
Blogs
New 401k Options
Last month, President Trump made an executive order creating a pathway for certain “alternative assets” to be included...
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Beneficiary Strategies
At GEM, we often work with several generations in managing families’ wealth. That work can vary, but at the moment we...
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Labor Data Turmoil
What Happened — Labor market data released on Friday sent the stock market lower. The unemployment rate held fairly...
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