LifeTime is proud to announce the hire of Shannon DeVita as the newest member of our Wealth Consulting team. She will work closely with Bruce Moskowitz and his team in our Wilmington, NC office. She will work with our clients on their investment planning, risk analysis and wealth management needs. Shannon joins LifeTime Asset Management [...]
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 [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, July 31, 2025 Quick Highlights: 1. Beyond the Headlines: Stocks Continued to Climb in July 2. Trade Progress Helped Support Markets 3. Economic Data Remains Strong 4. Risks Still on the Radar Click [...]
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 [...]
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 [...]
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, [...]
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 [...]
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. [...]
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 [...]
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 [...]