Geneva Capital Management

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Geneva Capital Management At GCM, our objective is to provide individuals and families with simple, clear, & concise solutions
For full disclosures visit genevacm.com 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! Visit genevacm.com to learn more. Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned 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.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
10/16/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

10/14/2026

What actually happens when the U.S. government shuts down?

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
10/12/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Are you looking for a balance? Find yours, starting with this video.
10/07/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
10/05/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
10/02/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

You can help ensure that losing your wallet doesn't turn into something bigger.
09/30/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
09/28/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
09/25/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Address

101 Commercial Street, Suite 400
Plainview, NY
11803

Telephone

+15164040734

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