GEM Asset Management, LLC

10/14/2026

Sticker price and real price are rarely the same number. Many families assume they can't afford college and don't even explore the option, but financial aid, scholarships, and strategic planning can make private universities or out-of-state schools far more accessible than you think. The key is having the conversation early and understanding where the real costs actually land after aid is factored in.

In this clip from our recent webinar, Sari Trompke shares why families shouldn't dismiss options based on price alone. The affordability conversation belongs at the start of the process, not after acceptance letters arrive.

Watch the full webinar here to learn more: https://www.gemasset.net/webinars/college-planning-getting-into-college-made-easy/

10/12/2026

We're excited to share that Steve Alexandrowski will be speaking at the FPA Summit this November. Join the Women & Finance Knowledge Circle for an interactive conversation about resilience, risk, and the choices that shape us. Drawing on lessons from history's greatest explorers, Steve will explore adaptability, preparation, and decision-making when plans encounter unexpected conditions. The session will connect these expedition lessons to advisors' personal and professional experiences, exploring how our relationship with risk influences the way we lead and advise. Come ready to listen, reflect, and learn.

November 10th, 1:30-2:30pm ET at National Harbor, MD.

Register: https://summit.financialplanningassociation.org/

10/07/2026

An investment policy statement is your organization's founding document for stewardship. It's a roadmap that describes your investing goals, risk tolerance, portfolio discipline, time frame, and liquidity needs. It guides leadership consistently over time, even as board composition and priorities shift.

For foundations, nonprofits, and institutional investors, a well-crafted IPS that is regularly reviewed and updated is your best tool for fiduciary management and consistent governance. It helps intentionally align your mission, your values, and your financial resources for years to come.

10/01/2026

Especially for larger or more complex estates, properly designed trusts can be valuable tools for ensuring that your estate is protected and that your family has financial security. Tim Story offers some basics.

Learn how modern trust design can balance control of assets, philanthropy, and long-term protection for your family in your estate plan.

09/29/2026

For foundations and other institutions, an investment policy statement that captures the organization’s values, purpose, and priorities is essential for creating alignment and clarity. Financial Advisor Steve Alexandrowski explains.

A strong investment policy defines purpose, facilitating discipline and alignment across the organization’s stakeholders.

09/28/2026

A well-designed trust needs two things working together. First, there's the structure: legal language, tax efficiency, clear governance, and asset protection. But structure alone is cold. Effective trust design also requires empathy. Understanding how your decisions will impact your heirs' lives, their relationships, and their sense of purpose. How will this trust protect them emotionally and financially? How does it reflect your values?

Great trusts combine the precision of legal architecture with the warmth of genuine care. That's when a document becomes a true reflection of your legacy.

09/21/2026

We're incredibly proud to announce that Lisa Carey, CFP®, AWMA®, CRPC®, our Director of Financial Planning, has been named to InvestmentNews' $100M Club: Top Female Advisors 2026 list. Out of over 300 nominees, only 108 female advisors received this recognition.

Lisa's dedication to her clients, her advanced credentials, and her authentic, caring approach make her truly deserving of this honor. In an industry where women remain underrepresented, Lisa stands as a leader paving the way for others. Congratulations, Lisa, on this well-earned distinction.

No compensation was paid to obtain or market this award. See our firm announcement here for more: https://www.gemasset.net/lisa-carey-top-female-advisors-2026-investmentnews/

09/16/2026

Financial returns matter, but they don't tell the whole story. True impact goes deeper. Did your wealth create meaningful change in your family? Did it support causes you believe in? Did it provide security and opportunity for those you love? Did it leave your community better than you found it?

At GEM, we measure success not just by portfolio performance, but by how your wealth serves your purpose. When financial planning is rooted in your values, the real returns aren't in percentages. They're in the positive change your wealth creates.

09/14/2026

When it comes to a legacy letter, authentic words matter more than the “right” words. Sit with your life honestly. Reflect on your successes, yes, but also the failures and disappointments. What choices do you regret? What turned out better than expected? What qualities do you value most in those you love? What hopes do you hold for them? What causes matter most to you and why?

Your life experiences have shaped your values, and now it's time to pass them on. A legacy letter transfers wisdom, values, and the story of why your life mattered.