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Life at LifeTime Quarterly Newsletter — Q4 2025

LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our fourth quarter newsletter features: LifeTime voted Raleigh's Best for 3rd consecutive year! LifeTime's Suwanee office voted Best of Georgia for 2025 LifeTime's Charitable Giving and Volunteerism summary Sponsorships: TAPS and several [...]

2025-12-11T16:10:24+00:00December 12th, 2025|

Top Financial News This Week & Month — December 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, Dec 8, 2025 Led by the Nasdaq Composite and the small-cap Russell 2000, U.S. equities rallied again last week. Treasuries were weaker as stronger economic data had investors questioning the pace of Federal [...]

2025-12-10T17:49:15+00:00December 8th, 2025|

LifeTime’s Suwanee GA Office Wins Best of Georgia Award for 2025

LifeTime Asset & Tax Management's Suwanee, Georgia office, under John Puckett's leadership, is honored to be named a Best of Georgia 2025 Financial Advisor firm. This achievement highlights John and the team's unwavering commitment to their clients and their dedication to delivering exceptional service. Best of Georgia is an annual roundup of the best products [...]

2025-12-04T13:15:47+00:00December 4th, 2025|

Top Financial News This Week & Month — November 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Nov 30, 2025 November was a mixed month for markets, as concerns about AI caused an early month sell-off. Solid fundamentals and growing expectations for an interest rate cut in December helped support [...]

2025-12-10T17:49:23+00:00November 30th, 2025|

Holiday Food Drive in All 3 LifeTime Offices

This is the season of gratitude and giving back. While we reflect on what we’re thankful for, let’s also remember those in need. In the spirit of giving, all three LifeTime offices will be hosting a Food Drive from December 1–15.  Every donation will go to a local charity supporting our community. About our charities [...]

2025-11-24T18:32:55+00:00November 29th, 2025|

Key 2025 Year-End Tax Planning Strategies

The "One Big Beautiful Bill Act" (OBBBA) that was enacted in July is a sprawling piece of tax legislation covering numerous areas of the tax code. However, for all its size, the new law wasn't tremendously impactful from a planning standpoint. Much of it simply extends or modestly expands provisions from the 2017 Tax Cut [...]

2025-11-25T18:18:50+00:00November 25th, 2025|

Top Financial News This Week & Month — October 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, Oct 31, 2025 Markets continued their rally in October, driven by improving fundamentals and supportive monetary policy. Falling short-term interest rates and stronger-than-expected earnings growth supported the rally amid delayed economic updates. Looking [...]

2025-11-10T19:55:15+00:00October 31st, 2025|

Top Financial News This Week & Month — September 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, Sept 30, 2025 Markets continued their upward climb in September, with U.S. stocks reaching new record highs despite the month’s historically weak reputation. Falling interest rates and stronger-than-expected earnings helped fuel the rally, [...]

2025-10-07T15:03:11+00:00September 30th, 2025|
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