Latest News

LifeTime Asset & Tax Management's Suwanee, Georgia office, under John Puckett's leadership, is honored to be named a Best of Georgia 2025 Financial Advisor firm. This achievement highlights John and the team's unwavering commitment to their clients and their dedication to delivering exceptional service. Best of Georgia is an annual roundup of the best products ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, Dec 1, 2025 U.S. equities rallied across the board during the holiday-shortened week. The small-cap Russell 2000 led the market, growing more than 5 percent. Treasuries also rallied. Investors responded to more favorable ...

This is the season of gratitude and giving back. While we reflect on what we’re thankful for, let’s also remember those in need. In the spirit of giving, all three LifeTime offices will be hosting a Food Drive from December 1–15.  Every donation will go to a local charity supporting our community. About our charities ...

The "One Big Beautiful Bill Act" (OBBBA) that was enacted in July is a sprawling piece of tax legislation covering numerous areas of the tax code. However, for all its size, the new law wasn't tremendously impactful from a planning standpoint. Much of it simply extends or modestly expands provisions from the 2017 Tax Cut ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, Nov 24, 2025 U.S. equities fell, with the S&P 500 down for the second time in three weeks and the Nasdaq Composite lower for the third consecutive week. Despite an initial move upward ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Oct 31, 2025 Markets continued their rally in October, driven by improving fundamentals and supportive monetary policy. Falling short-term interest rates and stronger-than-expected earnings growth supported the rally amid delayed economic updates. Looking ...

  We are honored to have been nominated for Raleigh's Best and thrilled to have won GOLD in Tax Services and Silver in Wealth Management categories for 2025. LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure ...

It seems like there is a special day for all kinds of events, from National Popcorn Day (January 19) to Marching Music Day (March 4) to International Mahjong Day (August 1). So why not have a World Financial Planning Day? However, this day is important to us, and it should be to you, because financial ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, Sept 30, 2025 Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and stronger-than-expected earnings helped fuel the rally, ...

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 ...