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 [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, August 28, 2023 Existing home sales, a major component of overall inflation, fell more than expected in July. Despite worsening economic data in home sales, durable goods, and confidence, consumer inflation expectations rose. Equity investors flocked to growth stocks, not only due [...]
Matt Glova has been named to AdvisorHub's 200 Fastest Growing Advisors to Watch list for 2023. The list is published at https://www.advisorhub.com/advisors-to-watch-fastest-growing-2023/. Matt is listed at # 101. This is Matt’s second year in a row being named to this list. Congratulations to Matt on his commitment to the growth of LifeTime and dedication and [...]
LifeTime Asset Management is proud to be affiliated with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer with a singular commitment to serving independent advisors and their clients. The latest demonstration of that commitment can be found in the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study. For the tenth straight time, J.D. Power ranks Commonwealth: [...]
Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, July 31, 2023 July data showed consumers continuing to spend despite lower-than-expected income growth as well as higher-than-expected confidence. The Fed hiked another 25 bps in its July meeting and isn’t currently expected to hike again for the remainder of the year. [...]
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 second quarter newsletter features: Courtney Campbell, CPA, Retires from a Long and Esteemed Career Matt Glova, CFP®, Named Forbes' Best-In-State Wealth [...]