Geneva Capital Management

Geneva Capital Management At GCM, our objective is to provide individuals and families with simple, clear, & concise solutions
For full disclosures visit genevacm.com member FINRA/SIPC.

As fiduciaries, we always have the best interest of our clients at heart. Each advisor at GCM has a distinct expertise, as each of our clients have unique needs and goals. This means that each client inherits an entire TEAM to manage their wealth, tax concerns and overall financial planning! Visit genevacm.com to learn more. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CT, FL, GA, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

How much do you know about stocks?
09/16/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
09/14/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
09/11/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
09/09/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Considering alternative investments? It’s critical to sort through the complexity.
09/07/2026

Considering alternative investments? It’s critical to sort through the complexity.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
09/04/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
09/02/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Extended care refers to services needed by those who have a chronic illness or disability.
08/31/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Concerned about identity theft? Some things to leave at home.
08/28/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Address

101 Commercial Street, Suite 400
Plainview, NY
11803

Telephone

+15164040734

Website

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