News

GVT: Financial Goals Today Impact Your Lifestyle Tomorrow - Mike Cicero, CAIA

 Mike Cicero, CAIAVice President, Investment Officer & Client ConsultantMC@geneseevalleytrust.com585.586.6900 June 2015 We all know the importance of setting goals. Goals provide us with an objective, timeline, a means to measure success and an opportunity to celebrate that a goal has

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GVT: The Flavors of Investor Behavior - David W. Bell

David W. BellInvestment Research AssociateDB@geneseevalleytrust.com585.586.6900 June 2015 Time horizon, risk tolerance, goals and objectives.    These factors differ greatly from one investor to another. For example, one investor may be approaching retirement or close to attaining a long term goal,

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GVT: Remaining Calm While Others are Anxious - Geoffrey E. Blyth

     Geoffrey E. BlythSenior Vice President &Chief Investment OfficerGB@geneseevalleytrust.com585.586.6900 May, 2015   Markets are finicky. Greece (the country, not town) has been in the news for their financial woes.

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GVT: Plan Forfeitures: Blessing and Curse - R. Scott Mahood

      R. Scott Mahood, J.D., CEBSVice President, Retirement Services Relationship Managersmahood@geneseevalleytrust.com585.586.6900 April, 2015   Plan Sponsors and Administrators are frequently confused by—and ignore—the role of forfeitures in qualified retirement

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GVT Announces Promotion of Kurt Rosen to SVP and Chief Operating Officer

The Genesee Valley Trust Company (GVT) has promoted Kurt Rosen to Senior Vice President and Chief Operating Officer. In his new role Rosen will be responsible for planning, directing and coordinating day-to-day operations at GVT.

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GVT: Opportunities to Consider This Tax Season - Joy Ryen Plotnik, Esq.

  Joy Ryen Plotnik, Esq.Chief Executive Officer, PresidentJP@geneseevalleytrust.com585.586.6900 February, 2015 It’s that time of year again. Television commercials for tax preparers. Long waits to speak to an IRS Agent.

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GVT: Over The Long Haul - Geoffrey E. Blyth

     Geoffrey E. BlythSenior Vice President &Chief Investment OfficerGB@geneseevalleytrust.com585.586.6900 February, 2015 Two of our managers, Jensen and Polen, were recently profiled in the New York Times for being among the better

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Now Available: 2015 Tax Planning Guide!

2015 Tax Planning Guide The 2015 Tax Planning Guide gives updated tax information for both individuals and organizations, including     Up to date tax law provisions Individual tax rate schedules Capital gains and losses Traditional and Roth IRAs Business tax deductions

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GVT Announces Joy Ryen Plotnik, Esq. as CEO, President and Director

The Genesee Valley Trust Company (GVT) Board of Directors has unanimously voted to appoint Joy Ryen Plotnik, Esq. as Chief Executive Officer (CEO), President and Director effective immediately.Joy joined GVT in 2008 and has focused on the day to day

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GVT: Is “Hedge Fund” a Dirty Word? - Michael Cicero, CAIA

      Michael Cicero, CAIA  Vice President and Investment Officer & Client Consultantmc@geneseevalleytrust.com585.586.6900   December, 2014 I recently read a survey that found 50% of Americans are unable to define the term

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