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Top Financial News This Week & Month — August 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, August 4, 2025 Consumer confidence rose in June, but personal spending missed expectations. Weak employment data came as a surprise after a strong second-quarter GDP report. • Stocks fell broadly on soft labor [...]

2025-08-06T17:47:29+00:00August 4th, 2025|

Congrats to Matt Glova for being named to AdvisorHub’s Advisors to Watch list again for 2025

We're excited to announce that Matt Glova, CFP®, LifeTime's CEO, Wealth Consultant and Managing Partner, has been named to AdvisorHub's Advisors to Watch list for 2025. Congratulations to Matt on his commitment to the growth of LifeTime and dedication and service to our clients. AdvisorHub created a list of 1,000 advisors with sophisticated practices, great [...]

2025-07-31T12:18:17+00:00July 31st, 2025|

Top Financial News This Week & Month — July 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, July 28, 2025 Existing home sales showed there are limits to what homebuyers are willing to pay in an environment of high prices and elevated interest rates. The volatility of durable goods orders [...]

2025-07-29T14:26:15+00:00July 28th, 2025|

Leslie Gaddis Completes Legacy Capital’s Whole Family Advisor Training Program

Leslie Gaddis, CFP®, CSLP®, MBA is LifeTime's Chief Planning Officer (CPO), Wealth Consultant and Managing Partner. She recently successfully completed Legacy Capitals' Whole Family Advisor Training Program. This course has further equipped her to serve the qualitative multi-generational needs of client-families. A valued member of our LifeTime Wealth Consultant team, Leslie provides this exceptional value-added [...]

2025-07-21T20:28:28+00:00July 21st, 2025|

Key Tax Provisions in the One Big Beautiful Bill Act

On July 4, 2025, President Trump signed a new tax bill - a sweeping $3.8 trillion reconciliation package that includes a broad array of tax provisions affecting individuals, businesses, and international taxpayers. We want to highlight the key provisions and are here to answer any questions you might have. Individual Income Tax Provisions: Permanent extension [...]

2025-07-10T12:46:45+00:00July 10th, 2025|

Top Financial News This Week & Month — June 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, June 30, 2025 Quick Highlights: 1. Beyond the Headlines: Markets Stay Strong to Close Out the Quarter 2. Trade Tensions Ease, Supporting Market Confidence 3. Economic Data Shows Steady Progress 4. Risks Remain, [...]

2025-07-09T13:51:29+00:00June 30th, 2025|

Life at LifeTime Quarterly Newsletter — Q2 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 second quarter newsletter features: LifeTime Advisors Matt Glova & Bruce Moskowitz Named in Forbes' Best-In-State Wealth Advisors List for 2025 Shred Event Recap for 2025 Commonwealth to Merge with LPL Financial [...]

2025-06-25T13:51:34+00:00June 25th, 2025|

2025 Mid-Year Outlook: Where the Economy and Markets Go From Here

Written by Chris Fasciano, Chief Market Strategist in the Investment Management and Research Group at Commonwealth Financial Network. The first half of the year has left investors with many questions about the path ahead for the economy and markets. Unfortunately, there haven’t been many concrete answers. Tariff announcements and trade negotiations have commanded the room. [...]

2025-06-25T18:07:31+00:00June 16th, 2025|

Top Financial News This Week & Month — May 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, May 31, 2025 Quick Highlights: 1. Beyond the Headlines -  Stocks Bounce Back in May - Markets rallied as trade tensions cooled and earnings beat expectations. 2. Bonds Struggle as Interest Rates Rise [...]

2025-06-11T16:59:57+00:00May 31st, 2025|

We’re Hiring for a Tax Supervisor

LifeTime Tax Management is a full-service tax, accounting, and business consulting firm committed to delivering exceptional client service. We are currently seeking a growth-oriented Tax Supervisor to join our expanding team in Raleigh, NC. We pride ourselves on a supportive and collaborative work environment, guided by our core values: Help First Be Passionate Be Curious Be Kind [...]

2025-05-28T16:13:27+00:00May 28th, 2025|
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