Growing Your Portfolio
While Managing Your Risk
About Us
GeoVest Advisors
GeoVest Advisors, Inc. is a fee-based, investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. We manage individual portfolios of marketable stocks, bonds, and money market instruments to the specific parameters of our clients. Clients include financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts.
Investment Services
“Perspective allows an investor to forecast the effect after the cause. It allows the investor to understand how bad and good news is not always what it seems.”
News & Insights
The Secure Act was signed into law on 12/20/19. Some key points include: Beginning in 2020 and beyond, removal of the 70 ½ contribution age limit to traditional IRA’s. However, if you were age 70 ½ or older as of 12/31/19 you are restricted from making a 2019 contribution. RMD (Required Minimum Distribution) on an […]
Going Viral The Covid-19 virus changes everything. Our economy is going to morph dramatically thanks to the ineptitude of the Chinese Communist government as well as the slow response by Western leaders. Fortunately, we’ve known for years that our old economy was unsustainable which is why we are far along in planning for how to […]
Y2K Redux 2019 was a great year to be in the stock market with the S&P500 returning 30.43%. It went from being a very good year to a great year thanks to the Federal Reserve injecting $500 billion into the banking system because they were afraid that current troubles in the banking system would spill […]
