Financial Solutions for Life

Mid-year is a great time to check-in on the markets. It being a midterm election year makes it feel even more important. Mike Dembro, Lead Strategies with MFS will present a Market Update and Outlook for our clients and guests.  We will host both a lunch and dinner session so you can attend the one ...

Mid-year is a great time to check-in on the markets. It being a midterm election year makes it feel even more important. Greg Davis, Associate Managing Director with MFS will present a Market Update and Outlook for our clients and guests. Please join us for dinner at The 1818 Club on Wednesday, September 9, 2026 at 6 ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, July 20, 2026 Despite better-than-expected inflation data, rising oil prices and a technology sell-off dragged down global equity markets. The Nasdaq Composite and S&P 500 led U.S. markets lower. International markets also declined, ...

We're excited to announce that both Matt Glova, CFP® in our Raleigh headquarters and John Puckett, CFP®, MBA in our Johns Creek, GA office have been named to AdvisorHub's Advisors to Watch list for 2026. Congratulations to both Matt & John on their commitment to the growth of LifeTime and dedication and service to our ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarterly Market Navigator, June 30, 2026 Against a backdrop of easing geopolitical risks and strong earnings growth, markets rallied strongly across the board. The S&P 500 and Nasdaq turned in their strongest quarters since the second ...

LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our second quarter newsletter features: Upcoming transition from Broker-Dealer Commonwealth to LPL Financial Matt Glova honored in Forbes Best-In-State Wealth Advisor  list for 2026! LifeTime earns spot on Inc. Regional Mid-Atlantic Fastest ...

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 ...

LifeTime Asset & Tax Management is seeking a hands-on Tax Director to join its Raleigh-based team. This is a key succession-planning hire for the firm, with the opportunity to gradually transition into the lead tax seat over the next 6-12 months. LifeTime’s model is intentionally different from a traditional tax practice. The firm is built ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, May 26, 2026 U.S. markets rallied as oil prices declined 8 percent amid hopes for a settlement to end the war in the Middle East. The Dow Jones Industrial Average and the Russell ...

Matt Glova, CFP® has been named to Forbes’ Best–in–State Wealth Advisors list again for 2026. The list is published on Forbes Best-In-State Wealth Advisors. This is Matt's eighth consecutive year earning this prestigious award, starting in 2019. See Matt’s profile on this Forbes’ list here. Each advisor—selected by SHOOK Research—is chosen based on an algorithm ...

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Navigator, April 27, 2026 The S&P 500 and Nasdaq Composite closed at record highs last week amid Middle East conflict and testimony from Kevin Warsh, nominee for chair of the Federal Reserve (Fed). Fixed ...

LifeTime Asset & Tax Management is proud to be named to Inc. Regionals Mid-Atlantic list for Fastest Growing Private Companies for 2026.We are ranked # 110 on this list, published on Inc. Regionals: Mid-Atlantic list.  This list does not represent just the financial industry, but is across all industries. See LifeTime's profile on Inc.’ list ...