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 [...]
LifeTime's Wilmington office welcomed a new team member – Matthew Kelleher! Some of you may already know that name. Matt joined LifeTime’s Raleigh office in September 2025, and recently relocated to Wilmington as a Wealth Management Analyst. In this role, Matt works closely with clients and the advisory team to help implement financial plans, support [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, September 28, 2026 Paced by strong performance in large-cap technology stocks, equities generally moved higher. This led to strong gains for the Nasdaq Composite and the S&P 500. With Treasury yields continuing to [...]
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: Upcoming transition from Broker-Dealer Commonwealth to LPL Financial Raleigh Office Remodeling Update LifeTime is Ranked on Inc. 5000 Fastest Growing Companies in America's List for 2026 Matt [...]
We're excited to announce that John Puckett, CFP®, MBA in our Johns Creek, GA office has been recognized as a Five Star Wealth Manager for the third 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 [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, August 31, 2026 Despite another month of concerning headlines regarding the war in the Middle East and renewed focus on U.S. government debt as it surpassed $40 trillion, stocks rallied across the board. [...]
LifeTime Asset & Tax Management is extremely proud to be named to Inc. 5000 list for Fastest Growing Private Companies in America for 2026.We are ranked # 2,895 on this list, published on Inc. 5000 list. This is a huge accomplishment as this list does not represent just the financial industry or regionally, but is across [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, July 31, 2026 The lack of progress in negotiations to end the war in the Middle East and a return to military action led to a 21 percent rise in oil prices and [...]
We're excited to announce that both Matt Glova, CFP® in our Raleigh headquarters and John Puckett, CFP®, MBA in our Johns Creek, GA office have been named to AdvisorHub's Advisors to Watch list for 2026. Congratulations to both Matt & John on their commitment to the growth of LifeTime and dedication and service to our [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Navigator, June 30, 2026 Against a backdrop of easing geopolitical risks and strong earnings growth, markets rallied strongly across the board. The S&P 500 and Nasdaq turned in their strongest quarters since the second [...]