News

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 The features seem outdated.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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GVT would like to pay tribute to Harold Feinbloom

Mr. Feinbloom, or “Harold” as he preferred, was known to many of us as the Founder of Genesee Valley Trust Company and as a great friend and philanthropist.Harold loved his family dearly and was very proud of this community, so

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GVT: The Implications of 401(k) Hardship Withdrawals

R. Scott Mahood, J.D., CEBS Vice President,Retirement Services Relationship Manager 585.586.6900  smahood@geneseevalleytrust.com May, 2014 After years of consulting with both 401(k) plan sponsors and employees, it’s clear

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GVT: New York State Estate Tax Changes - Joy Ryen Plotnik

Joy Ryen Plotnik, Esq. Senior Vice President Chief Operations Officer Trust Officer 585.586.6900 JP@geneseevalleytrust.com May, 2014 You may have heard the New York legislature and the

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GVT: Price Does Not Equal Value - Geoffrey Blyth

   Geoffrey E. Blyth Senior Vice President Investment Officer 585.586.6900 gb@geneseevalleytrust.com April, 2014 All too often, in today’s fast paced global marketplace, price and value

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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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