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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|

Matt Glova and Bruce Moskowitz Honored in Forbes’ Best–in–State Wealth Advisors list for 2025

Both Matt Glova, CFP® and Bruce Moskowitz, CRPC®, AAMS®, AIF®, have been named to Forbes’ Best–in–State Wealth Advisors list again for 2025. The list is published on forbes.com/best-in-state-wealth-advisors. This is Matt's seventh consecutive year earning this prestigious award, starting in 2019, and Bruce's second year earning this award. See Matt’s profile on this Forbes’ list [...]

2025-05-15T12:56:46+00:00May 6th, 2025|

Top Financial News This Week & Month — April 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, April 30, 2025 Quick Highlights: 1. Mixed Month for Markets - Equities faced a challenging month in April. 2. Bonds Rise as Interest Rates Fall - Falling long-term interest rates supported bonds. 3. [...]

2025-05-07T13:39:38+00:00April 30th, 2025|

Top Financial News This Week & Month — March 2025

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, March 31, 2025 Quick Highlights: 1. Challenging Start to the Year for Stocks - A negative March for stocks capped off a weak first quarter. 2. Solid Quarter for Bonds - Falling interest [...]

2025-04-09T13:22:17+00:00March 31st, 2025|

Life at LifeTime Quarterly Newsletter — Q1 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 first quarter newsletter features: LifeTime Ranked in Forbes' Best-In-State Wealth Management Teams for 2025 LifeTime Voted Amongst Best Local Business by WRAL in Voter's Choice Award for 2024 LifeTime's Suwanee Office [...]

2025-03-25T12:01:47+00:00March 25th, 2025|
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