News

GVT: The Opening Bell - David W. Bell

      David W. Bell  Investment Research Associate db@GeneseeValleyTrust.com 585.586.6900    November, 2014 There are two well accepted certainties in life death and taxes (thank you Thomas Jefferson). Within financial markets, we see two more guarantees investment markets will go up and they

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GVT: Unique By Design - Geoffrey E. Blyth

  Geoffrey E. Blyth Senior Vice President Chief Investment Officer 585.586.6900 gb@geneseevalleytrust.com November, 2014 The story of GVT is unique. By design. Inspired by our founder, we are a company

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Recent News at PIMCO

It was announced today that PIMCO CIO, Bill Gross, will be leaving the Newport Beach, CA company to join Janus Capital. The GVT Investment Team is analyzing what the potential impacts his departure, and successor management, will have on the

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Asset Management During Retirement

John Ruskin (1819 1900), one of the most influential English critics of the 19th Century, once said "In order that people may be happy in their work, these three things are needed They must be fit for it. They must

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Giving Your Children the Gift of Financial Wisdom

Like any parent, you want the best for your children. So you send them to good schools and encourage them to participate in a host of after school activities. But have you devoted any time to teaching your children about

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Introducing the Newest Member of the GVT Team -- Michael Cicero, CAIA

Vice President and Investment Office & Client Consultantmc@geneseevalleytrust.com585.586.6900 We are pleased to announce that Michael Cicero, CAIA has joined Genesee Valley Trust as Vice President and Client Consultant. Mike’s focus

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GVT: Retirement Plan Fees: How Should They Be Allocated? - R. Scott Mahood

      R. Scott Mahood, J.D., CEBS Vice President,Retirement Services Relationship Manager 585.586.6900  smahood@geneseevalleytrust.com August, 2014 Two years have elapsed since implementation of the DOL’s fee disclosure requirements.

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GVT: More thoughts on Planning for Incapacity - Joy Ryen Plotnik

       Joy Ryen Plotnik, Esq. Senior Vice President Chief Operations Officer Trust Officer 585.586.6900 JP@geneseevalleytrust.com  August, 2014 I thought that I would return again to one of the most overlooked subjects in estate planning. As I have written

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GVT: Take Me Out to the Ballgame - Geoffrey E. Blyth

  Geoffrey E. Blyth Senior Vice President Investment Officer 585.586.6900 gb@geneseevalleytrust.com August, 2014Baseball is a fascinating game, one I’ve had a passion for since childhood. I love the smell of mown grass and glove leather to this day, and even

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Your Investment Strategy: Time for a Change?

Having an investment strategy is a little bit like owning a car. It may be just what you want for several years, but then suddenly, it isn’t. Performance starts to slip. The features seem outdated. The size is wrong.So what

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