window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-117840380-1');

News

Home/News

Market Update for the Quarter Ending December 31, 2020

Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management. Strong December caps off solid year for markets Markets continued to rally in the final month of 2020. The Nasdaq Composite led the way with a 5.71 percent gain for the month. The S&P 500 gained 3.84 percent, and the [...]

2021-01-12T19:54:31+00:00January 12th, 2021|

Weekly Market Updates – January 2021

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, January 11, 2020 After little movement during the week of New Year’s, we saw significant steepening of the yield curve in the first week of 2021. The 10-year Treasury yield opened at 0.93 percent and closed just shy of 1.11 percent. This [...]

2021-01-12T15:35:23+00:00January 11th, 2021|

We’ve Seen an Increase in IRS Notices

Our team at LifeTime Tax Management has noticed that many of our clients are receiving notices from the IRS. The IRS data systems are set up to automatically send notices when payments or returns have not been posted to an account by a certain date. However, the IRS is currently very far behind in processing, [...]

2021-01-08T17:59:07+00:00January 8th, 2021|

Has Washington Gone Blue?

Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management. Click here to download this article as a PDF. Wednesday, January 6, 2021, will be remembered in the history books—for a couple of reasons. First, while Congress met to count the inaugural votes, we anticipated that members from both houses [...]

2021-01-08T15:41:07+00:00January 8th, 2021|

FAQs: What You Need to Know About the Second Round of Stimulus Checks

Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management. Click here to download this article as a PDF. On December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021, into law. In addition to funding the U.S. government through September 2021, the Act provides additional relief for Americans [...]

2020-12-30T14:39:13+00:00December 30th, 2020|

New Changes to PPP and EIDL Loan Programs

Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management. Click here to download this article as a PDF. The Paycheck Protection Program (PPP) was created to provide loans to support small businesses and save jobs during the COVID-19 pandemic. New legislation seeks to offer opportunities for qualifying businesses to [...]

2020-12-30T14:42:33+00:00December 30th, 2020|

CARES Act Unemployment Benefits, as Extended in December 2020

Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management. Click here to download this article as a PDF. Unemployment Benefits Basics The U.S. Department of Labor sets the national standards for unemployment benefits, and each state processes applications and determines its residents’ eligibility through its own program. Generally, most [...]

2020-12-30T14:44:10+00:00December 30th, 2020|

Charitable Giving Incentives Under the CARES Act

Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management. Click here to download this article as a PDF. With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Coronavirus Aid, Relief, and Economic Security [...]

2020-12-30T15:25:01+00:00December 30th, 2020|

COVID Relief / Stimulus Payments

Congress has reached a deal for another coronavirus relief bill which is expected to be signed today by the President. The new bill will provide for additional relief / stimulus payments to be issued as early as next week and on into 2021. If you have previously received your 2019 refund by direct deposit, you [...]

2020-12-22T19:37:42+00:00December 22nd, 2020|