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Looking for Ways to Reduce Your Tax Liability?

Want to pay less taxes? (and who doesn't?) If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren’t always obvious—and may be tricky in certain circumstances. Two such situations include working in the gig economy and navigating required minimum distributions (RMDs) [...]

2024-02-20T17:19:27+00:00February 20th, 2024|

Top Financial News this Week — February 2024

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Feb 20, 2024 Consumer and producer inflation came in higher than expected in January. Retail sales fell by more than expected in January, but consumer sentiment showed signs of improvement in February. The [...]

2024-02-21T16:46:46+00:00February 20th, 2024|

Top Financial News this Week — January 2024

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Jan 29, 2024 Fourth-quarter GDP surprised to the upside, rising 3.3 percent when 2 percent growth was expected. Business confidence surprised to the upside despite softer-than-expected durable goods orders in December. Positive news [...]

2024-02-01T18:39:53+00:00January 29th, 2024|

Looking Back at the Markets in December and Ahead to January 2024

Blog post by Brad McMillan, CFA®, Chief Investment Officer at Commonwealth Financial Network®. Markets rose last month, continuing November’s rally as interest rates pulled back even more on expectations of Fed rate cuts in 2024. Markets in the U.S. were up by mid-single digits, finishing a solid quarter and a very strong year. International markets [...]

2024-01-18T14:02:49+00:00January 5th, 2024|

A Look Ahead to 2024’s Financial Markets & Economy

At the start of 2023, we saw dire headlines about the economy and the markets despite positive economic data. Ultimately, the results this year followed the data, not the headlines. Yes, there were (and are) many concerns and risks. As long as the data stays solid, however, so should the results. And that’s worth keeping [...]

2023-12-18T18:50:41+00:00December 20th, 2023|

Weekly & Monthly Market Update — December 2023

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Dec 18, 2023 Inflation continued to fall particularly on the producer side as falling energy supported the move lower. Service costs on the consumer side will be worth watching especially if this translates into lower wage growth and a softer job market [...]

2023-12-20T16:39:52+00:00December 18th, 2023|

Lorraine Johnson, CFP®, CFA®, ADPA®, Announces Retirement

Lorraine Johnson, CFP®, CFA®, ADPA® Announces Retirement at the end of 2023 It is with mixed emotions that we announce the retirement of a valued member of our LifeTime family, Lorraine Johnson, effective the end of 2023. Lorraine is not only a renowned financial advisor but also a distinguished member of the Women Business Owners [...]

2023-12-14T13:32:55+00:00December 14th, 2023|

Weekly & Monthly Market Update — November 2023

Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Nov 27, 2023 Durable goods were lower than expected as a drop in aircraft orders led to underlying volatility. Existing home sales remained weak; homeowners who locked in rates below current rate levels have little incentive to sell. Nvidia stock fell despite [...]

2023-11-30T15:24:10+00:00November 27th, 2023|
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