LifeTime Asset & Tax Management is seeking a hands-on Tax Director to join its Raleigh-based team. This is a key succession-planning hire for the firm, with the opportunity to gradually transition into the lead tax seat over the next 6-12 months. LifeTime’s model is intentionally different from a traditional tax practice. The firm is built [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, May 26, 2026 U.S. markets rallied as oil prices declined 8 percent amid hopes for a settlement to end the war in the Middle East. The Dow Jones Industrial Average and the Russell [...]
Matt Glova, CFP® has been named to Forbes’ Best–in–State Wealth Advisors list again for 2026. The list is published on Forbes Best-In-State Wealth Advisors. This is Matt's eighth consecutive year earning this prestigious award, starting in 2019. See Matt’s profile on this Forbes’ list here. Each advisor—selected by SHOOK Research—is chosen based on an algorithm [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, April 27, 2026 The S&P 500 and Nasdaq Composite closed at record highs last week amid Middle East conflict and testimony from Kevin Warsh, nominee for chair of the Federal Reserve (Fed). Fixed [...]
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 [...]
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 [...]