LifeTime will be hosting our annual Shred Events again this year. We will have our 12th ANNUAL SHRED EVENT in Raleigh and we'll have our 3rd ANNUAL SHRED EVENT at our Suwanee, GA office! Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? We [...]
Matt Glova, CFP® has been an invaluable asset to LifeTime, contributing significantly to our team's success, client relationships, and the overall growth of the firm. Since joining in March 2010, he made an immediate impact and became our CEO in 2013. Over the past 15 years, Matt has grown our team from 4 to 24 [...]
This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, February 28, 2025 Quick Highlights: 1. Challenging Month for Markets -- February was a challenging month for U.S. stocks. 2. Bonds Continue to Rise -- Falling interest rates supported bond returns in February. [...]
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 [...]