LifeTime Asset & Tax Management is proud to be named to Inc. Regionals Mid-Atlantic list for Fastest Growing Private Companies for 2026.We are ranked # 110 on this list, published on Inc. Regionals: Mid-Atlantic list. This list does not represent just the financial industry, but is across all industries. See LifeTime's profile on Inc.’ list [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, April 13, 2026 Equity markets rallied across the board again on hopes that the two-week ceasefire would lead to an end to the conflict in the Middle East. The Nasdaq Composite led U.S. [...]
In an increasingly connected world, staying safe online has never been more important. LifeTime's Raleigh office recently hosted a client event with special presenter Tony DiMichele, Chief Security Awareness Officer with Commonwealth Financial Network, our broker-dealer. He presented on the best practices to help avoid cyber threats and ways to protect yourself. This educational event [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Navigator, March 31, 2026 Markets dropped in March as rising concerns about the ongoing hostilities in the Middle East weighed on investors. Rising energy prices and interest rates during the month challenged bond returns, [...]
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 first quarter newsletter features: LifeTime Ranked Forbes Best-In-State Team for 2026! LifeTime's Georgia office has MOVED to John's Creek MLK Giving Back Day at Note in the Pocket Client Appreciation Event [...]
We are excited to announce the 13TH ANNUAL SHRED EVENT will be held on Saturday, May 16th, 2026 from 10 am - 12 pm! Do you need to get rid of old documents safely & securely? Want to get a head start on Spring cleaning? At this event, you can do all these things while [...]
LifeTime Asset & Tax Management is proud to be named to Forbes list of Best-In-State Wealth Management Teams in 2026, our second year in a row. The list is published on Forbes Best-In-State Wealth Management Teams. See LifeTime's profile on this Forbes’ list here. Each team—selected by SHOOK Research—is chosen based on a close examination of [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Feb 28, 2026 U.S. and Israel military strikes on Iran led to surging oil prices. Concerns about accelerating inflation and rising interest rates caused global stock markets to decline. Inflation worries also led [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Jan 31, 2026 Markets rallied to start the year, with international stocks outperforming U.S. companies. Rising long-term interest rates weighed on bond returns; however, investment-grade and high-yield bonds were still able to post [...]
Is 2026 the year you get all your key advisors in place? Managing money can sometimes feel overwhelming. There are so many moving parts: saving for retirement, paying taxes, planning for your family’s future, and making thoughtful investment decisions. The good news is you don't have to figure it all out alone. Your financial advisor can [...]