Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, December 21, 2020 Last week saw a moderate steepening of the yield curve as lawmakers moved closer to a potential stimulus package and the Moderna vaccine was approved. The 10-year Treasury yield opened the week at 0.93 percent and closed just shy [...]
Presented by Matt Glova and the team at LifeTime Asset Management Vaccine news boosts markets in November November was a strong month for markets, as news about developmental vaccines for the coronavirus caused markets to surge. The S&P 500 gained 10.95 percent in November, and the Nasdaq Composite rose by 11.91 percent. The Dow Jones [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, November 30, 2020 The holiday-shortened week saw a modest pickup in yields. The 10-year Treasury yield opened at 0.82 percent and closed just shy of 0.88 percent on Wednesday. This morning, the 10-year yield opened at 0.85 percent, up 3 basis points [...]
Presented by Matt Glova and the team at LifeTime Asset Management With the third wave of infections accelerating around the country, the medical news continues to get worse. Case growth has reached new highs, and the geographic spread of this wave continues to deepen. In fact, case growth in many states remains at levels that [...]
From the team at LifeTime Tax Management. With year-end approaching, this is the time of year we suggest possible year-end tax strategies for our clients. But since there has never been a year quite like 2020, we think it is safe to say that year-end tax planning is going to be the trickiest in recent [...]
Presented by Matt Glova and the team at LifeTime Asset Management More tricks than treats for markets in October October was a challenging month for markets. The strong start to the month was offset by rising COVID-19 case counts, which led to a sell-off at month-end. The S&P 500 lost 2.66 percent in October, while [...]
Lorraine Johnson, Wealth Consultant with LifeTime Asset Management, has been reappointed to the Supplemental Retirement Board of Trustees. The board is responsible for governing the NC 401(k)/457 Plans and the NC 403(b) Program. Lorraine was originally appointed to the board by Governor Roy Cooper in June 2018. The team at LifeTime Asset Management is proud [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, October 26, 2020 We finished the week with Friday’s release of the September retail sales report. Sales impressed, rising by 1.9 percent against calls for a more modest 0.8 percent increase. This marks the best month of sales since June and signals [...]
Presented by Matt Glova and the team at LifeTime Asset Management Click here to download this report. A positive quarter for markets, despite choppy September Markets dropped early in September before partially recovering throughout the rest of the month. The S&P 500 fell by 3.80 percent during the month, while the Dow Jones Industrial Average [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, September 28, 2020 The 10-year Treasury yield (along with the rest of the Treasury curve) stayed within the range it’s been in for the past couple of weeks. It opened at 0.67 percent on Monday after spending most of last week at [...]
