Plymouth Financial Planning Services | GEM Asset Management

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Steve | Certified Financial Planner | GEM Asset Management

Steve Alexandrowski CFP®

S. Timothy Story | Financial Planner | GEM Asset Management

S. Timothy Story

Steven Renaldi | Financial Planner | GEM Asset Management

Steven Renaldi

Lisa | Certified Financial Planner | GEM Asset Management

Lisa Carey CFP® AWMA® CRPC®

Director of Financial Planning

Bradley Hoekstra | Associate Advisor | GEM Asset Management

Bradley Hoekstra

Blogs

Labor Data Turmoil

Aug 4, 2025

Categories

Investments

Economy

What Happened — Labor market data released on Friday sent the stock market lower. The unemployment rate held fairly...

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New Tax Opportunities

Jul 21, 2025

Categories

Tax Planning

Finance

Retirement

Roth IRA

Big Picture — After much deliberation, Congress recently passed the “One Big Beautiful Bill Act of 2025” (OBBB). The...

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Mid-Year Look

Jul 7, 2025

Categories

Investments

Economy

Big Picture — It’s hard to believe we are half way through the year, but all-in-all we find the market in a pretty good...

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