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 [...]
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 [...]
It’s beginning to look a lot like Thanksgiving . . . and then Hanukkah, Christmas, Kwanzaa, and New Year’s Eve will follow. These are prime holidays for family gatherings, which can offer in-person opportunities to have important conversations. You may be inclined to keep the chats light and stick to topics like television shows and [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Oct 30, 2023 Economic data broadly surprised to the upside, which may make for a more difficult Fed meeting in November. Despite the upside surprise in data, core personal consumption expenditures in the third quarter reached 2.4 percent, closing in on the [...]
We are honored to have been nominated for Raleigh's Best and thrilled to have won in each of these competitive categories for 2023. LifeTime Tax Management offers detailed tax services including tax return preparation and filing for individuals and businesses, as well as bookkeeping services. We put our clients’ minds at ease knowing their [...]
Team Member Spotlight: Xiaoping "Josie" Jiang, CPA, CFP®, ChFC® LifeTime Asset & Tax Management is proud to have Josie Jiang, Tax Manager as part of the LifeTime team. A new passion has emerged for Xiaoping “Josie” Jiang, one with a personal meaning. Josie was recently appointed as the Diversity & Inclusion Director with the Financial [...]
It seems like there is a special day for all kinds of events, from National Popcorn Day (January 19) to Marching Music Day (March 4) to International Mahjong Day (August 1). So why not have a World Financial Planning Day? However, this day is important to us, and it should be to you, because financial [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Sept 25, 2023 Although the Fed kept rates unchanged, its dot plot (which attempts to predict future Fed actions) indicated a higher-for-longer rate policy. Housing starts and existing home sales missed by more than expected as home builders became more cautious. The [...]
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 a look! Our third quarter newsletter features: Matt Glova, CFP®, Named to AdvisorHub's 200 Fastest Growing Advisors to Watch List for 2023 LifeTime Hosted [...]
Did your spouse pass away within the last five years? If so, you may be able to file for an additional tax benefit, called “portability.” The portability of the estate tax exemption refers to the ability of a surviving spouse to use any remaining portion of their deceased spouse's unused estate tax exemption. This concept [...]