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About Tami Hollingsworth

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So far Tami Hollingsworth has created 54 blog entries.

Weekly & Monthly Market Update — November 2023

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Nov 27, 2023 Durable goods were lower than expected as a drop in aircraft orders led to underlying volatility. Existing home sales remained weak; homeowners who locked in rates below current rate levels have little incentive to sell. Nvidia stock fell despite [...]

2023-11-30T15:24:10+00:00November 27th, 2023|

Weekly & Quarter-End Market Update — October 2023

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Oct 30, 2023 Economic data broadly surprised to the upside, which may make for a more difficult Fed meeting in November. Despite the upside surprise in data, core personal consumption expenditures in the third quarter reached 2.4 percent, closing in on the [...]

2023-11-01T15:39:42+00:00October 30th, 2023|

LifeTime Asset & Tax Management Win for Raleigh’s Best 2023

We are honored to have been nominated for Raleigh's Best and thrilled to have won in each of these competitive categories for 2023.   LifeTime Tax Management offers detailed tax services including tax return preparation and filing for individuals and businesses, as well as bookkeeping services. We put our clients’ minds at ease knowing their [...]

2023-11-21T16:14:18+00:00October 29th, 2023|

Josie Jiang Follows Her Passion, Appointed Diversity & Inclusion Director with FPA of the Triangle

Team Member Spotlight: Xiaoping "Josie" Jiang, CPA, CFP®, ChFC® LifeTime Asset & Tax Management is proud to have Josie Jiang, Tax Manager as part of the LifeTime team. A new passion has emerged for Xiaoping “Josie” Jiang, one with a personal meaning. Josie was recently appointed as the Diversity & Inclusion Director with the Financial [...]

2023-10-11T15:29:52+00:00October 11th, 2023|

Weekly & Monthly Market Update — September 2023

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Sept 25, 2023 Although the Fed kept rates unchanged, its dot plot (which attempts to predict future Fed actions) indicated a higher-for-longer rate policy. Housing starts and existing home sales missed by more than expected as home builders became more cautious. The [...]

2023-09-27T14:43:19+00:00September 25th, 2023|

Life at LifeTime Quarterly Newsletter, Q3 2023

LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates, from a client spotlight feature to client polls and trivia. It’s worth a look! Our third quarter newsletter features: Matt Glova, CFP®, Named to AdvisorHub's 200 Fastest Growing Advisors to Watch List for 2023 LifeTime Hosted [...]

2023-09-20T18:57:09+00:00September 20th, 2023|

What is the Portability of Estate Tax Exemption?

Did your spouse pass away within the last five years? If so, you may be able to file for an additional tax benefit, called “portability.” The portability of the estate tax exemption refers to the ability of a surviving spouse to use any remaining portion of their deceased spouse's unused estate tax exemption. This concept [...]

2023-09-07T17:55:15+00:00September 7th, 2023|

Weekly & Monthly Market Update — August 2023

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, August 28, 2023 Existing home sales, a major component of overall inflation, fell more than expected in July. Despite worsening economic data in home sales, durable goods, and confidence, consumer inflation expectations rose. Equity investors flocked to growth stocks, not only due [...]

2023-08-30T16:52:18+00:00August 28th, 2023|
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