Guy Swain, CFP®, CLU®, ChFC®, Wealth Consultant and Founder of LifeTime Asset Management, finds the greatest fulfillment in helping his clients discover the best solutions for their financial needs. 30 years ago today, February 28, Guy partnered with our broker-dealer, Commonwealth Financial Network®, who provides essential back-office support for him, our wealth consultants, and the [...]
LifeTime Asset & Tax Management's Suwanee, Georgia office, under John Puckett's leadership, is honored to be named a Best of Gwinnett 2024 Financial Advisor firm. This achievement highlights John and the team's unwavering commitment to their clients and their dedication to delivering exceptional service. LifeTime brings two important pieces of your financial life together with [...]
The 2024 WRAL Voter’s Choice Awards celebrate the best local businesses in Raleigh, Durham, Chapel Hill & the Triangle area. LifeTime Tax Management is honored to have won 2nd place in the Accounting Firm category! LifeTime Asset Management is pleased to be a finalist in the Financial Advisor Category. LifeTime Asset & Tax Management [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, January 31, 2025 Quick Highlights: 1. Markets Rally in January -- Markets rebounded in January after mixed results in December. 2. Bonds Rise as Interest Rates Fall -- Falling long-term interest rates caused [...]
LifeTime Asset & Tax Management is proud to be named to Forbes list of Best-In-State Wealth Management Teams for 2025. The list is published on Forbes Best-In-State Wealth Management Teams. See LifeTime's profile on this Forbes’ list here. Each team—selected by SHOOK Research—is chosen based on a close examination of the entire team, from its purpose, [...]
As we start a new year, you may be wondering how the shifting economic and political landscape could affect your financial plans. It’s a natural time to reflect on the market trends and opportunities ahead. Chris Fasciano, senior portfolio manager at Commonwealth, explores these topics in his article, “A Look Ahead to 2025.” The piece [...]
Effective January 2024, significant changes to social security benefits were enacted with the passing of the Social Security Fairness Act (H.R. 82). This law repealed the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which previously reduced social security benefits for individuals receiving a government pension. Our recent article, What You Need to Know [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, December 31, 2024 Quick Highlights: 1. Mixed Month for Markets -- December was a mixed month for equity markets. 2. Bonds Fall as Federal Reserve Updates Guidance-- Rising interest rates caused bond prices [...]
As we near the end of 2024 and look forward to 2025, now is a good time to set a few financial resolutions for next year. Focusing on your financial health is a huge step towards reaching your financial goals. Prioritizing your financial health in the new year should be a top priority. This is [...]
LifeTime has developed a series of articles on key topics that are important to our clients. If one of these topics is important to you, be sure to read the article to get all the details. We hope you find these articles educational and useful. We will be adding new articles here regularly, so be [...]