After over a year of studying and taking the four required exams, Rebecca Crumpler can now proudly display the CPA designation behind her name. LifeTime is extremely proud of Rebecca's dedication to her continued education and expansion of her knowledge and skills. Rebecca obtained her CERTIFIED FINANCIAL PLANNER(TM) designation in late 2019, which then sparked [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, April 25, 2022 Considering the upcoming May FOMC meeting, the markets are expecting an interest rate hike of 50 basis points (bps). The S&P 500 was down again last week as markets sold off due to concerns that the FOMC was turning [...]
Matt Glova has been named to Forbes’ Best–in–State Wealth Advisors list for 2022. The list is published on forbes.com/best-in-state-wealth-advisors. See Matt's profile on this Forbes' list here. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. [...]
LifeTime Asset Management is pleased to announce the hire of John Puckett, CFP®, MBA as the newest member of our Wealth Consulting team. John will also serve as our firm’s Chief Investment Officer and lead our office in Suwanee, GA. As primary Wealth Consultant in our Georgia office, John will work closely with our clients [...]
According to the Internal Revenue Service (IRS), tax scams tend to increase during tax season and/or times of crisis.(1) Now that tax season is in full swing, the IRS is reminding taxpayers to use caution and avoid becoming the victim of a fraudulent tax scheme. Some of the most common tax scams to watch out [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, February 28, 2022 U.S. markets were a safe haven last week as war between Russia and Ukraine broke out. Investors flocked to assets away from the conflict as risk and uncertainty picked up in global markets. The U.S. Treasury curve moved very [...]
Presented by Matthew Glova, CFP® With the recent market pullback, investor concerns are starting to mount. To be sure, there is plenty to worry about—the Omicron wave, inflation, interest rates, and a potential war in Ukraine, just to name a few. Given all the things that could go wrong, is a stock market crash an [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, January 24, 2022 U.S. Treasuries underwent a volatile week of trading, as yields opened the week higher and closed with the back end of the curve flatter. Markets were rattled by the move higher in Treasury rates following the Martin Luther King [...]
