Geneva Capital Management

Geneva Capital Management At GCM, our objective is to provide individuals and families with simple, clear, & concise solutions Visit genevacm.com to learn more. member FINRA/SIPC.

As fiduciaries, we always have the best interest of our clients at heart. Each advisor at GCM has a distinct expertise, as each of our clients have unique needs and goals. This means that each client inherits an entire TEAM to manage their wealth, tax concerns and overall financial planning! Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately o

wned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CT, FL, GA, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Working in Retirement: New trend or same old story?
06/24/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
06/22/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
06/19/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
06/15/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

06/12/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/10/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
06/08/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/05/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Address

101 Commercial Street, Suite 400
Plainview, NY
11803

Telephone

+15164040734

Website

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