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 second quarter newsletter features: LifeTime Advisors Matt Glova & Bruce Moskowitz Named in Forbes' Best-In-State Wealth Advisors List for 2025 Shred Event Recap for 2025 Commonwealth to Merge with LPL Financial [...]
Written by Chris Fasciano, Chief Market Strategist in the Investment Management and Research Group at Commonwealth Financial Network. The first half of the year has left investors with many questions about the path ahead for the economy and markets. Unfortunately, there haven’t been many concrete answers. Tariff announcements and trade negotiations have commanded the room. [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, May 31, 2025 Quick Highlights: 1. Beyond the Headlines - Stocks Bounce Back in May - Markets rallied as trade tensions cooled and earnings beat expectations. 2. Bonds Struggle as Interest Rates Rise [...]
LifeTime Tax Management is a full-service tax, accounting, and business consulting firm committed to delivering exceptional client service. We are currently seeking a growth-oriented Tax Supervisor to join our expanding team in Raleigh, NC. We pride ourselves on a supportive and collaborative work environment, guided by our core values: Help First Be Passionate Be Curious Be Kind [...]
Both Matt Glova, CFP® and Bruce Moskowitz, CRPC®, AAMS®, AIF®, have been named to Forbes’ Best–in–State Wealth Advisors list again for 2025. The list is published on forbes.com/best-in-state-wealth-advisors. This is Matt's seventh consecutive year earning this prestigious award, starting in 2019, and Bruce's second year earning this award. See Matt’s profile on this Forbes’ list [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, April 30, 2025 Quick Highlights: 1. Mixed Month for Markets - Equities faced a challenging month in April. 2. Bonds Rise as Interest Rates Fall - Falling long-term interest rates supported bonds. 3. [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, March 31, 2025 Quick Highlights: 1. Challenging Start to the Year for Stocks - A negative March for stocks capped off a weak first quarter. 2. Solid Quarter for Bonds - Falling interest [...]
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 in Forbes' Best-In-State Wealth Management Teams for 2025 LifeTime Voted Amongst Best Local Business by WRAL in Voter's Choice Award for 2024 LifeTime's Suwanee Office [...]
Recent market movements and economic headlines have sparked concerns among investors. While uncertainty can be unsettling, it’s important to put market fluctuations in context and recognize the opportunities they may present. Chris Fasciano, Vice President, Investment Management and Research, and Chief Market Strategist, explores these topics in his latest article, “Have We Reached Peak Uncertainty?” [...]
LifeTime will be hosting our annual Shred Events again this year. We will have our 12th ANNUAL SHRED EVENT in Raleigh and we'll have our 3rd ANNUAL SHRED EVENT at our Suwanee, GA office! Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? We [...]