Will Martin, CFP®, Wealth Consultant with LifeTime Asset has added another trophy to his collection, winning the Hope Valley Country Club’s Championship in August 2024. With scores of 67 and 70 over the two-day event, he achieved a total score of 137, securing victory by two shots. He clinched the win by sinking a clutch 8-foot [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, September 3, 2024 Consumer confidence has been shaky over the past few months but is showing signs of improvement. July PCE data didn’t change expectations for a rate cut at the Fed’s September [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, August 31, 2024 Quick Highlights: 1. Solid Month for Stocks: Stock returns were positive in August despite an early month sell-off. 2. Bonds Continue to Rise: Falling interest rates led to positive bond [...]
LifeTime Tax Management is a full-service tax, accounting, and business consulting firm; we are recruiting for growth-oriented positions in our expanding Raleigh, NC office. This position offers exceptional career and advancement opportunities. Our firm will provide a friendly and supportive work environment, with competitive compensation and benefits. Opening: Tax Preparer / Accountant / CPA Job [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Monthly Market Update, July 31, 2024 Quick Highlights: 1. Mixed Month for Stocks: Stock returns were mixed in July. 2. Bonds Positive: Falling interest rates led to positive bond returns for the third consecutive month. 3. [...]
We're excited to announce that both Matt Glova, CFP® in our Raleigh headquarters and John Puckett, CFP®, MBA in our Suwanee, GA office have been named to AdvisorHub's Advisors to Watch list for 2024. Congratulations to both Matt & John on their commitment to the growth of LifeTime and dedication and service to our clients. [...]
At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There's also a chance that your health will decline as you grow [...]
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: Matt Glova named to Forbes Best-In-State Wealth Advisor list for 2024 LifeTime Shred Events Success LifeTime Gives Back at Habitat for Humanity ReStore Suwanee Office Client Education [...]
LifeTime will be hosting two great educational events for our clients & guests this summer. For our Suwanee office clients, we are hosting a dinner presentation on Investing in an Election Year. Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Update, June 30, 2024 Quick Highlights: 1. June Rally Caps Solid Quarter for Stocks - Stocks rose for the second consecutive month. 2. Bonds Up for the Month and Quarter - Falling interest rates [...]