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Generation Capital Management
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Generation Capital Management is an independent, SEC-Registered Investment Advisor located in Rochester, NY. Since 2003, we have provided value to our clients through a premium level of investment service and an unbiased, effective investment process. GCM provides customized investment solutions and advice to help investors meet their increasingly demanding financial needs. We serve a wide variety of clients, including:

Individuals • Trusts and Estates • Not-for-Profit Organizations • Corporations • Defined Contribution 457 Plans • 403(b) Plans • 401(k) Plans • Government Entities • Foundations

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58:05

Smart Tax Moves for Ambitious Professionals

Generation Capital Management

Shared 9 months ago

42 views

3:35

Market Mashup | July 2024

Generation Capital Management

Shared 1 year ago

8 views

4:03

Market Mashup | June 2024

Generation Capital Management

Shared 1 year ago

5 views

1:05:12

Financial Therapy: Planning Conversations Between Generations Webinar Recording

Generation Capital Management

Shared 1 year ago

52 views

4:32

Market Mashup | May 2024

Generation Capital Management

Shared 1 year ago

6 views

4:20

Market Mashup | April 2024

Generation Capital Management

Shared 1 year ago

5 views

52:48

Stuff No One Ever Taught You About: Taxes

Generation Capital Management

Shared 1 year ago

45 views

3:24

Market Mashup | March 2024

Generation Capital Management

Shared 1 year ago

4 views

3:51

Market Mashup | February 2024

Generation Capital Management

Shared 1 year ago

9 views

3:27

Market Mashup | January 2024

Generation Capital Management

Shared 1 year ago

6 views

2:46

Market Mashup | December 11, 2023

Generation Capital Management

Shared 2 years ago

3 views

2:39

Market Mashup | December 4, 2023

Generation Capital Management

Shared 2 years ago

5 views

3:21

Market Mashup | November 27, 2023

Generation Capital Management

Shared 2 years ago

2 views

3:29

Market Mashup | November 20, 2023

Generation Capital Management

Shared 2 years ago

4 views

3:32

Market Mashup | November 6, 2023

Generation Capital Management

Shared 2 years ago

9 views

3:52

Market Mashup | October 30, 2023

Generation Capital Management

Shared 2 years ago

9 views

3:54

Market Mashup | October 23, 2023

Generation Capital Management

Shared 2 years ago

2 views

3:15

Market Mashup | October 16, 2023

Generation Capital Management

Shared 2 years ago

2 views

3:30

Market Mashup | October 9, 2023

Generation Capital Management

Shared 2 years ago

2 views

3:08

Market Mashup | October 2, 2023

Generation Capital Management

Shared 2 years ago

10 views

3:19

Market Mashup | September 25, 2023

Generation Capital Management

Shared 2 years ago

14 views

3:24

Market Mashup | September 18, 2023

Generation Capital Management

Shared 2 years ago

4 views

4:06

Market Mashup | September 11, 2023

Generation Capital Management

Shared 2 years ago

5 views

3:17

Market Mashup | September 5, 2023

Generation Capital Management

Shared 2 years ago

4 views

3:37

Market Mashup | August 28, 2023

Generation Capital Management

Shared 2 years ago

3 views

3:03

Market Mashup | August 21, 2023

Generation Capital Management

Shared 2 years ago

3 views

3:49

Market Mashup | August 14, 2023

Generation Capital Management

Shared 2 years ago

20 views

2:40

Market Mashup | August 7, 2023

Generation Capital Management

Shared 2 years ago

5 views

1:01

Stock Market: NASDAQ Led Gains Last Week #shorts

Generation Capital Management

Shared 2 years ago

16 views

2:45

Market Mashup | July 31, 2023

Generation Capital Management

Shared 2 years ago

10 views

2:54

Market Mashup | July 24, 2023

Generation Capital Management

Shared 2 years ago

5 views

2:41

Market Mashup | July 17, 2023

Generation Capital Management

Shared 2 years ago

8 views

3:14

Market Mashup | July 10, 2023

Generation Capital Management

Shared 2 years ago

14 views

1:01

Are Recession Fears Receding? #shorts

Generation Capital Management

Shared 2 years ago

334 views

3:42

Market Mashup--July 3, 2023

Generation Capital Management

Shared 2 years ago

16 views

4:18

What You Should Know About Target Date Funds | John's Top Tips

Generation Capital Management

Shared 2 years ago

33 views

3:18

Market Mashup--June 26, 2023

Generation Capital Management

Shared 2 years ago

8 views

49:19

Estate Planning for Millennials: Webinar Recording

Generation Capital Management

Shared 2 years ago

46 views

3:28

Market Mashup--June 19, 2023

Generation Capital Management

Shared 2 years ago

6 views

4:14

Mutual Funds vs. Exchange-Traded Funds (ETFs) | John's Top Tips

Generation Capital Management

Shared 2 years ago

18 views

3:15

Diversification and The “Scatter Fallacy”--John's Top Tips

Generation Capital Management

Shared 2 years ago

10 views

3:24

Market Mashup--June 5, 2023

Generation Capital Management

Shared 2 years ago

5 views

3:28

Saving and Investing--John's Top Tips

Generation Capital Management

Shared 2 years ago

11 views

4:34

How to Balance Spending and Saving | John's Top Tips

Generation Capital Management

Shared 2 years ago

46 views

4:39

Market Mashup--May 22, 2023

Generation Capital Management

Shared 2 years ago

5 views

4:02

Market Mashup--May 15, 2023

Generation Capital Management

Shared 2 years ago

5 views

57:59

Discussing Artificial Intelligence In Financial Planning

Generation Capital Management

Shared 2 years ago

86 views

4:00

Market Mashup--May 8, 2023

Generation Capital Management

Shared 2 years ago

5 views

3:08

Market Mashup--May 1, 2023

Generation Capital Management

Shared 2 years ago

4 views

3:21

Market Mashup--April 24, 2023

Generation Capital Management

Shared 2 years ago

19 views

3:39

Market Mashup--April 17, 2023

Generation Capital Management

Shared 2 years ago

13 views

3:35

Market Mashup--April 3, 2023

Generation Capital Management

Shared 2 years ago

9 views

2:36

Health Savings Accounts (HSAs) and Taxes | John's Top Tips

Generation Capital Management

Shared 2 years ago

35 views

3:21

Market Mashup--March 27, 2023

Generation Capital Management

Shared 2 years ago

7 views

3:05

How to Use Your Tax Refund--John's Top Tips

Generation Capital Management

Shared 2 years ago

16 views

5:25

Market Mashup--March 20, 2023

Generation Capital Management

Shared 2 years ago

9 views

3:10

Backdoor Roth Contributions | John's Top Tips

Generation Capital Management

Shared 2 years ago

31 views

5:07

Market Mashup--March 13, 2023

Generation Capital Management

Shared 2 years ago

36 views

4:11

How Can an IRA Contribution Lower My Taxes? | John's Top Tips

Generation Capital Management

Shared 2 years ago

33 views

4:20

Market Mashup--March 6, 2023

Generation Capital Management

Shared 2 years ago

8 views

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