LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates, from a client spotlight feature to client polls and trivia. It’s worth a look! Our fourth quarter newsletter features: You can provide a Testimonial for LifeTime, your Wealth Consultant or Tax Advisor! Two Shred Events in [...]
Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.” Soon after, we read the news of both Silicon Valley Bank (SVB) and Signature Bank collapsing. These are some of the largest bank failures in [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, March 20, 2023 — Check out our new design! Equities were mixed and markets with exposure to last week’s bank failures were among the hardest hit. The Russell 2000 and MSCI EAFE indices declined more than 2.5 percent as the two contained [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, February 27, 2023 The minutes from the February Federal Open Market Committee (FOMC) meeting were released last week and didn’t produce any big surprises. They indicated that, although price increases are slowing, inflation remains well above what the Federal Reserve (Fed) is [...]
We are excited to announce that we will be hosting TWO Shred Events this spring. We will have our 10th ANNUAL SHRED EVENT in Raleigh and we'll have our FIRST ANNUAL SHRED EVENT at our Suwanee, GA office! Do you need to get rid of old documents safely & securely? Want to get a head [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, January 30, 2023 The future path of interest rates is uncertain for 2023, but according to Bloomberg’s economic forecast, the average Bloomberg surveyed economist expects to see another half percent of increases in the first quarter of the year before levels remain [...]
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. As such, it encompasses [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, December 27, 2022 The Federal Reserve’s (Fed’s) policy rate is set to end the year at 4.5 percent. Throughout 2022, the central bank hiked rates 17 times (4.25 percent of increases). U.S. Treasury yields increased, with the 2-year rising 13 bps to [...]
LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates, from a client spotlight feature to client polls and trivia. It’s worth taking a look! Our fourth quarter newsletter features: You can provide a Testimonial for LifeTime, your Wealth Consultant or Tax Advisor! Lorraine Johnson's recent [...]
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. These positions offer exceptional career and advancement opportunities. Our firm will provide a friendly and supportive work environment, with competitive compensation and benefits. Click on the links below to see the [...]