LifeTime continues to grow with two new employees joining our team! Matt Kelleher, CFA, CFP® joined our team as a Wealth Consulting Assistant on September 15, 2025. The "new" Matt, as we refer to him (or Matt K), relocated to Raleigh, NC from the Boston, MA area. He previously worked at MFS Investment Management for [...]
We're excited to announce that John Puckett, CFP®, MBA in our Suwanee, GA office has been recognized as a Five Star Wealth Manager for the second year in a row. The Five Star Wealth Manager award recognizes professionals in the financial services industry who are committed to excellence. Congratulations to John on his commitment and dedication [...]
LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our third quarter newsletter features: Matt Glova Named to AdvisorHub's Advisors to Watch List for 2025 Leslie Gaddis Completes Whole Family Advisor Training Raleigh Clients Attend Mid-Year Market Update Presentation LifeTime Team [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, Sept 8, 2025 U.S. equities were mixed; the S&P 500 Index and Nasdaq Composite Index finished higher but the Dow Jones Industrial Average slipped. Tech and small-caps outperformed, whereas energy and utilities lagged. [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, August 31, 2025 August was another strong month for markets, with major U.S. stock indices reaching new highs despite some early volatility. Investor optimism was fueled by solid corporate earnings, falling interest rates, [...]
LifeTime is proud to announce the hire of Shannon DeVita as the newest member of our Wealth Consulting team. She will work closely with Bruce Moskowitz and his team in our Wilmington, NC office. She will work with our clients on their investment planning, risk analysis and wealth management needs. Shannon joins LifeTime Asset Management [...]
We're excited to announce that Matt Glova, CFP®, LifeTime's CEO, Wealth Consultant and Managing Partner, has been named to AdvisorHub's Advisors to Watch list for 2025. Congratulations to Matt on his commitment to the growth of LifeTime and dedication and service to our clients. AdvisorHub created a list of 1,000 advisors with sophisticated practices, great [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, July 31, 2025 Quick Highlights: 1. Beyond the Headlines: Stocks Continued to Climb in July 2. Trade Progress Helped Support Markets 3. Economic Data Remains Strong 4. Risks Still on the Radar Click [...]
Leslie Gaddis, CFP®, CSLP®, MBA is LifeTime's Chief Planning Officer (CPO), Wealth Consultant and Managing Partner. She recently successfully completed Legacy Capitals' Whole Family Advisor Training Program. This course has further equipped her to serve the qualitative multi-generational needs of client-families. A valued member of our LifeTime Wealth Consultant team, Leslie provides this exceptional value-added [...]
On July 4, 2025, President Trump signed a new tax bill - a sweeping $3.8 trillion reconciliation package that includes a broad array of tax provisions affecting individuals, businesses, and international taxpayers. We want to highlight the key provisions and are here to answer any questions you might have. Individual Income Tax Provisions: Permanent extension [...]