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Weekly Market Updates – May 2021

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, May 10, 2021 The 10-year Treasury yield opened Monday morning at 1.57 percent, down from last week’s open of 1.63 percent. The 30-year opened at 2.28 percent, down 1.7 basis points (bps) from last week’s open of 2.30 percent. On the shorter [...]

2021-05-12T16:45:21+00:00May 10th, 2021|

Weekly Market Updates – April 2021

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, April 19, 2021 We saw mild flattening of the yield curve last week as longer-dated yields declined. Despite positive economic data, the drop occurred as foreign buyers, particularly from Japan, purchased bonds and drove yields down. The 10-year Treasury yield remained flat, [...]

2021-05-06T23:26:00+00:00April 19th, 2021|

FEMA COVID-19 Funeral Reimbursement

For the thousands of families who experienced loss due to the COVID-19 pandemic, some relief is coming in the form of funeral reimbursement. FEMA, the federal organization that helps people before, during and after disasters, has started a program for funeral reimbursement for deaths attributable to COVID-19. "Under the Coronavirus Response and Relief Supplemental Appropriations [...]

2021-04-13T20:25:22+00:00April 13th, 2021|

The American Jobs Plan and Proposed Tax Policy

Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal designed to improve the country’s aging infrastructure. In total, the plan will invest more than $2 trillion over the next decade. The specific provisions of the proposal [...]

2021-04-13T20:13:58+00:00April 12th, 2021|

Did you get a refund for your college student’s tuition or room and board? You may need to return the money to your 529 plan to avoid tax penalties.

If your child was in college during the pandemic, you may have received a refund for tuition, fees, or room and board. Which was probably a relief! But if you used money from a 529 college savings account to pay the tuition/fees, then you may need to put that refund back into the 529 account [...]

2021-03-23T13:18:41+00:00March 23rd, 2021|

Women and the Pandemic: Planning for a Healthy Financial Future

Presented by the team at LifeTime Asset Management LLC Over the past year, we’ve all felt the effects of the coronavirus pandemic in one way or another. But, as the job losses and unemployment numbers tell us, it’s staggeringly clear that women—particularly women of color—have been disproportionately affected. Women have lost or scaled back their [...]

2021-03-23T03:40:22+00:00March 23rd, 2021|

Weekly Market Updates – March 2021

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, March 22, 2021 Rates continued to rise last week. On Monday morning, the 10-year Treasury yield opened just below 1.71 percent, an increase of 8.5 basis points from last week’s open of 1.63 percent. The 30-year opened just above 2.41 percent, up [...]

2021-03-24T01:18:05+00:00March 22nd, 2021|

Weekly Market Updates – February 2021

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, February 22, 2021 Rates continued to rise last week, with the 5- and 10-year Treasuries shifting the most. This follows an increase in 10- and 20-year Treasuries the previous week. It’s unknown when or if the short end of the curve will [...]

2021-03-02T14:53:23+00:00February 22nd, 2021|

Matt Glova of LifeTime Asset Management Honored in Forbes’ Best–in–State Wealth Advisors list for 2021

Matt Glova has been named to Forbes’ Best–in–State Wealth Advisors list for 2021. The list is published on forbes.com/best-in-state-wealth-advisors. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. “I am pleased to have been named to [...]

2021-02-15T20:51:03+00:00February 15th, 2021|