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

Beneficiary Strategies

Aug 21, 2025

Categories

Investments

Tax Planning

Retirement

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

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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