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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|

Has Reddit Revealed Major Cracks in the Market?

Presented by the team at LifeTime Asset Management. With concerns growing over a potential stock market bubble and a recent market pullback, it seems another crisis has hit the headlines: a group of retail traders has come after the market itself. Specifically, these retail investors tried to beat Wall Street by trading up several stocks [...]

2021-02-01T20:03:58+00:00February 1st, 2021|

Weekly Market Updates – January 2021

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, January 25, 2021 There was minimal flattening in the yield curve during the holiday-shortened week. The 10-year Treasury yield opened at 1.09 percent and closed at 1.05 percent. This morning, the 10-year yield opened just below 1.07 percent—a loss of approximately 2 [...]

2021-02-01T17:47:25+00:00January 25th, 2021|

How COVID-19 Has Changed Consumer Behavior and the Future of Retail

U.S. retail sales suffered in the spring of 2020 due to safety concerns, government-mandated lockdowns, and economic uncertainty wrought by the coronavirus pandemic. Sales — including purchases at stores, restaurants, and online — plunged from $483.95 billion in March to $412.77 billion in April, a record 16.4% drop.1 Fortunately, retail sales rebounded sharply after the [...]

2021-01-28T21:08:09+00:00January 22nd, 2021|

Consolidated Appropriations Act Provides Relief to Individuals and Businesses

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here, as [...]

2021-01-28T21:04:40+00:00January 22nd, 2021|

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 [...]

2021-04-13T16:44:18+00:00January 12th, 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|
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