News

Board of Trustees of Stewart Capital Mutual Funds voted September 27

The Board of Trustees of Stewart Capital Mutual Funds voted September 27, 2016 to cease operations of the Stewart Capital Mid Cap Fund (the “Fund”) and redeem all outstanding shares on or before December 31, 2016. Effective immediately, the Fund

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Just Launched: InnoVue - Your New Online Wealth Reporter!

Coming Soon In the coming weeks, we will be upgrading to a new wealth reporting system that supports the changing needs of our clients. To bring you this service, we’ve partnered with a nationally recognized and innovative leader in wealth

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GVT: Navigating the Maze of 401(k) Plan Administration - R. Scott Mahood

R. Scott Mahood, J.D., CEBS Vice President, Retirement Services Relationship Manager smahood@geneseevalleytrust.com (585) 586 6900 August 2016 The overwhelming majority of employers find it difficult to understand and address the administrative functions and requirements of their respective benefit plans and

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GVT: Your Best Interest - Geoffrey E. Blyth

On April 6th, the Department of Labor (DOL) released its long-anticipated fiduciary rules governing the oversight of retirement accounts by financial advisors. (The rules do not apply to non-qualified account investments.)

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Market Uncertainties Following Brexit

Great Britain voted yesterday to leave the European Union. This nationalist vote may foreshadow more political ramifications than economic, but economic markets over the short term will nonetheless be volatile and unsettled. There will be an interim flight to safety,

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GVT: Automatic Rollovers: Another Tool in your 401(k) Toolbox - R. Scott Mahood

R. Scott Mahood, J.D., CEBS Vice President, Retirement Services Relationship Manager smahood@geneseevalleytrust.com (585) 586 6900 March 2016 At some point, most 401(k) Plan Administrators confront the problem of how to deal with terminated participants who have “small” account balances. Of

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GVT: Family Dynamics and Estate Planning - Joy Ryen Plotnik, Esq.

Joy Ryen Plotnik, Esq. Chief Executive Officer, President jp@geneseevalleytrust.com585.586.6900 February 2016 Many of us are sadly anticipating the end of our favorite Sunday night pastime—watching Downton Abbey. If you are not a fan of Downton, you have missed the pleasure

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GVT: The Glass is Half Full - Geoffrey E. Blyth

Geoffrey E. Blyth Senior Vice President, Chief Investment Officer gb@geneseevalleytrust.com 585.586.6900February 2016 Fear sells, and many pundits have chosen to scare people as markets have corrected in the New Year. One GVT client, aware of the market “noise”, looked to

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Market Turmoil by Geoff Blyth

After years of being bullish, the markets in 2016 have started out like a bear – a big, nasty bear. And fear has taken hold among investors. We at GVT can’t promise when or where the bottom of the market

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Now Available: 2016 Tax Planning Guide

The 2016 Tax Planning Guide, for both individuals and organizations, explains how taxes fit into your financial picture and suggests strategies that can help lower your federal income tax liability. The Guide includes helpful explanations of important individual and business

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