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 [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Oct 31, 2025 Markets continued their rally in October, driven by improving fundamentals and supportive monetary policy. Falling short-term interest rates and stronger-than-expected earnings growth supported the rally amid delayed economic updates. Looking [...]
We are honored to have been nominated for Raleigh's Best and thrilled to have won GOLD in Tax Services and Silver in Wealth Management categories for 2025. LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure [...]
It seems like there is a special day for all kinds of events, from National Popcorn Day (January 19) to Marching Music Day (March 4) to International Mahjong Day (August 1). So why not have a World Financial Planning Day? However, this day is important to us, and it should be to you, because financial [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, Sept 30, 2025 Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and stronger-than-expected earnings helped fuel the rally, [...]
LifeTime continues to grow with two new employees joining our team! Matt Kelleher, CFA, CFP® joined our team as a Wealth Consulting Assistant on September 15, 2025. The "new" Matt, as we refer to him (or Matt K), relocated to Raleigh, NC from the Boston, MA area. He previously worked at MFS Investment Management for [...]
We're excited to announce that John Puckett, CFP®, MBA in our Suwanee, GA office has been recognized as a Five Star Wealth Manager for the second year in a row. The Five Star Wealth Manager award recognizes professionals in the financial services industry who are committed to excellence. Congratulations to John on his commitment and dedication [...]
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 third quarter newsletter features: Matt Glova Named to AdvisorHub's Advisors to Watch List for 2025 Leslie Gaddis Completes Whole Family Advisor Training Raleigh Clients Attend Mid-Year Market Update Presentation LifeTime Team [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, August 31, 2025 August was another strong month for markets, with major U.S. stock indices reaching new highs despite some early volatility. Investor optimism was fueled by solid corporate earnings, falling interest rates, [...]