News

Bob – Bill Gross (PIMCO)

Bob – Bill Gross (PIMCO) Used with permission from the Investment Manager The above piece is provided by Bill Gross of PIMCO, one of our institutional investment managers. In his most recent Investment Outlook, Mr. Gross explains that the recent

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Adding a Personal Backup

The managers of well run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties if you can’t make

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Saving for Retirement: I Shoulda, Coulda, Woulda

Have you ever kicked yourself for passing up an opportunity years ago to buy something that’s worth big bucks today? Sometimes opportunity is staring us in the face, and we can’t see it. Or, we recognize it, but don’t take

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Handling Sudden Wealth

If you receive a large amount of money — whether from insurance proceeds or settlement of a legal matter, an inheritance, a lump sum distribution from a retirement plan, or proceeds from the sale of a business — you should

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Can That Cool App I Created Make Me a Billionaire, Too? – Jim Swanson (MFS)

Can That Cool App I Created Make Me a Billionaire, Too? – Jim Swanson (MFS) Used with permission from the Investment Manager The above article is provided by Jim Swanson, Chief Investment Strategist of MFS Investment Management, one of our

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Deciding When To Start Receiving Social Security

It’s always a tradeoff. The sooner you begin receiving social security benefits, the longer you may collect. But the longer you wait to start (up to age 70), the larger your monthly benefit will be. The amount of your Social

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Estate Planning: More Than Taxes

Mention the term “estate planning” and many people think of controlling taxes. Yet minimizing potential estate taxes is only one component of planning your estate. The full value of estate planning extends well beyond tax considerations. Disability Protection It’s a

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Most ‘Medieval’ – Bill Gross (PIMCO)

Most ‘Medieval’ – Bill Gross (PIMCO) Used with permission from the Investment Manager The above piece is provided by Bill Gross of PIMCO, one of our institutional investment managers. In his most recent Investment Outlook, Mr. Gross describes the link

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GVT: Are You Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It’s obvious, but the earlier you retire, the less time you’ll have to save, and the more years

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GVT: Pruning (Financial) Fruit Trees - Geoffrey Blyth

   Geoffrey E. Blyth Senior Vice President Investment Officer 585.586.6900 gb@geneseevalleytrust.com  February, 2014 Definition of Pruning The cutting and trimming of parts of the tree

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