We are honored to have been nominated for Raleigh's Best and thrilled to have won GOLD in Tax Services and Silver in Wealth Management categories for 2026. LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, October 19, 2026 AI concerns around spending, the ability to earn an acceptable return, and financing needs weighed on the technology sector. This led to weakness across most indices, with the exception of [...]
As many of you know, transitions such as new hires and retirements are important milestones in the life of an advisory practice as well as any business. Today, LifeTime shares both a heartfelt retirement announcement and an exciting leadership update for our tax team. Announcing the Retirement of Mark Girimonte, CPA, CFP® After a distinguished [...]
It seems like there is a special day for all kinds of events, from National Popcorn Day (January 19) to Marching Music Day (March 4) to International Mahjong Day (August 1). So why not have a World Financial Planning Day? However, this day is important to us, and it should be to you, because financial [...]
LifeTime's Wilmington office welcomed a new team member – Matthew Kelleher! Some of you may already know that name. Matt joined LifeTime’s Raleigh office in September 2025, and recently relocated to Wilmington as a Wealth Management Analyst. In this role, Matt works closely with clients and the advisory team to help implement financial plans, support [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Navigator, September 30, 2026 Surging bond yields and mixed equity returns were the headlines of the third quarter. The Nasdaq turned in the strongest quarter, but breadth was weak, and other areas of the [...]
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 third quarter newsletter features: Upcoming transition from Broker-Dealer Commonwealth to LPL Financial Raleigh Office Remodeling Update LifeTime is Ranked on Inc. 5000 Fastest Growing Companies in America's List for 2026 Matt [...]
We're excited to announce that John Puckett, CFP®, MBA in our Johns Creek, GA office has been recognized as a Five Star Wealth Manager for the third year in a row. The Five Star Wealth Manager award recognizes professionals in the financial services industry who are committed to excellence. Congratulations to John on his commitment and [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Navigator, August 31, 2026 Despite another month of concerning headlines regarding the war in the Middle East and renewed focus on U.S. government debt as it surpassed $40 trillion, stocks rallied across the board. [...]
LifeTime Asset & Tax Management is extremely proud to be named to Inc. 5000 list for Fastest Growing Private Companies in America for 2026.We are ranked # 2,895 on this list, published on Inc. 5000 list. This is a huge accomplishment as this list does not represent just the financial industry or regionally, but is across [...]