Geneva Capital Management

Geneva Capital Management At GCM, our objective is to provide individuals and families with simple, clear, & concise solutions Visit genevacm.com to learn more. 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! Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately o

wned 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.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
07/22/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
07/20/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What role would taxes play in your investment decisions? Find out in this message.
07/17/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

Wondering about your choices for putting aside money for retirement? Learn more about your options.
07/15/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
07/13/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
07/10/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
07/08/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

If you'd like to participate in emerging markets, what are your options?
07/06/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
07/03/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Address

101 Commercial Street, Suite 400
Plainview, NY
11803

Telephone

+15164040734

Website

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