We are excited to announce that we will be hosting TWO Shred Events this spring. We will have our 10th ANNUAL SHRED EVENT in Raleigh and we'll have our FIRST ANNUAL SHRED EVENT at our Suwanee, GA office! Do you need to get rid of old documents safely & securely? Want to get a head [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, January 30, 2023 The future path of interest rates is uncertain for 2023, but according to Bloomberg’s economic forecast, the average Bloomberg surveyed economist expects to see another half percent of increases in the first quarter of the year before levels remain [...]
On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. As such, it encompasses [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, December 27, 2022 The Federal Reserve’s (Fed’s) policy rate is set to end the year at 4.5 percent. Throughout 2022, the central bank hiked rates 17 times (4.25 percent of increases). U.S. Treasury yields increased, with the 2-year rising 13 bps to [...]
LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates, from a client spotlight feature to client polls and trivia. It’s worth taking a look! Our fourth quarter newsletter features: You can provide a Testimonial for LifeTime, your Wealth Consultant or Tax Advisor! Lorraine Johnson's recent [...]
LifeTime Tax Management is a full-service tax, accounting, and business consulting firm; we are recruiting for growth-oriented positions in our expanding Raleigh, NC office. These positions offer exceptional career and advancement opportunities. Our firm will provide a friendly and supportive work environment, with competitive compensation and benefits. Click on the links below to see the [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, November 28, 2022 After the Federal Reserve (Fed)’s fourth consecutive rate increase of 75 basis points (bps), the recently released minutes from the early-November meeting indicate that most Federal Open Market Committee (FOMC) members could support dropping to a smaller rate hike [...]
It’s hard to believe we are already in the final quarter of 2022. As we begin looking forward to the possibilities of a new year, we believe it’s important to take a moment to look back and review 2022 for year-end tax planning opportunities. We believe examining your 2022 tax situation before year-end could lead [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, October 31, 2022 With the Federal Open Market Committee (FOMC) heading into its November meeting this week, consensus expectations point to a likely rate hike of 75 basis points (bps). Equity markets moved higher despite a rough week of earnings for a [...]
Lorraine Johnson, CFP®, CFA®, ADPA®, Wealth Consultant, has dedicated her career to improving the financial wellbeing of her clients and to breaking the glass ceiling in her profession. Lorraine feels honored to be inducted into the North Carolina Women Business Owners Hall of Fame. She will be inducted with great company. Her fellow inductees include [...]