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 [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Feb 28, 2026 U.S. and Israel military strikes on Iran led to surging oil prices. Concerns about accelerating inflation and rising interest rates caused global stock markets to decline. Inflation worries also led [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Jan 31, 2026 Markets rallied to start the year, with international stocks outperforming U.S. companies. Rising long-term interest rates weighed on bond returns; however, investment-grade and high-yield bonds were still able to post [...]
Is 2026 the year you get all your key advisors in place? Managing money can sometimes feel overwhelming. There are so many moving parts: saving for retirement, paying taxes, planning for your family’s future, and making thoughtful investment decisions. The good news is you don't have to figure it all out alone. Your financial advisor can [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Navigator, Dec 31, 2025 December was a mixed month for markets due to a late month sell-off. Despite the volatility to end the period, 2025 was still a strong year for investors, as most [...]
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 fourth quarter newsletter features: LifeTime voted Raleigh's Best for 3rd consecutive year! LifeTime's Suwanee office voted Best of Georgia for 2025 LifeTime's Charitable Giving and Volunteerism summary Sponsorships: TAPS and several [...]
LifeTime Asset & Tax Management's Suwanee, Georgia office, under John Puckett's leadership, is honored to be named a Best of Georgia 2025 Financial Advisor firm. This achievement highlights John and the team's unwavering commitment to their clients and their dedication to delivering exceptional service. Best of Georgia is an annual roundup of the best products [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Nov 30, 2025 November was a mixed month for markets, as concerns about AI caused an early month sell-off. Solid fundamentals and growing expectations for an interest rate cut in December helped support [...]
This is the season of gratitude and giving back. While we reflect on what we’re thankful for, let’s also remember those in need. In the spirit of giving, all three LifeTime offices will be hosting a Food Drive from December 1–15. Every donation will go to a local charity supporting our community. About our charities [...]
The "One Big Beautiful Bill Act" (OBBBA) that was enacted in July is a sprawling piece of tax legislation covering numerous areas of the tax code. However, for all its size, the new law wasn't tremendously impactful from a planning standpoint. Much of it simply extends or modestly expands provisions from the 2017 Tax Cut [...]