As we approach the end of 2024, it’s time to take a good look at your finances and plan for the year ahead. Think of this as your annual financial checkup—a chance to ensure that you’re on a strategic path and not missing any opportunities. Have you maxed out your retirement savings for 2024? Is this [...]
With the results of the 2024 U.S. presidential election now mostly in, you may be wondering how the outcome could affect your portfolio and financial plans. It’s natural to feel curious about what this means for markets and the economy in times of change. Chris Fasciano, senior portfolio manager, discusses the election results and their [...]
LifeTime Asset & Tax Management is a comprehensive wealth management service firm with a full-service tax department in our Raleigh headquarters. This position offers exceptional career and advancement opportunities. Our firm will provide a friendly and supportive work environment with competitive compensation and benefits. Open Position: Office Administrator Job responsibilities: Manage overall office space organization and appearance [...]
In 1970, the NC State Fair’s theme of “Salute to Agriculture” initiated a search for all families who owned a farm in North Carolina for 100 years or more. It became a tradition at the NC State Fair thereafter, celebrated every four years. The Century Farm Program is sponsored by NC Department of Agriculture. Amazingly, [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, October 31, 2024 Quick Highlights: 1. Stocks Slide in October - A late-month sell-off led to a down month for stocks. 2. Bonds Fall in October - Rising interest rates caused bonds to [...]
We are honored to have been nominated for Raleigh's Best and thrilled to have won GOLD in each of these competitive categories for 2024. 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 clients receive comprehensive tax [...]
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 [...]
We are proud to announce the addition of a new LifeTime office in Wilmington, NC, effective October 1, 2024. We are excited to extend our services to the Wilmington area with a local office and established team. This expansion follows our growth into Suwanee, GA in the spring of 2020, bringing LifeTime’s footprint to three [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Update, September 30, 2024 Quick Highlights: 1. Stocks Rally in September to Cap Off Strong Third Quarter - Stocks continued to rise in September as improving fundamentals and lower interest rates supported returns. 2. [...]
We're excited to announce that John Puckett, CFP®, MBA in our Suwanee, GA office has been recognized as a Five Star Wealth Manager. 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 to service our clients in the Suwanee [...]