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 third quarter newsletter features:
- Upcoming transition from Broker-Dealer Commonwealth to LPL Financial
- Raleigh Office Remodeling Update
- LifeTime is Ranked on Inc. 5000 Fastest Growing Companies in America’s List for 2026
- Matt & John Named to AdivsorHub’s Advisors to Watch List for 2026
- John Puckett Earns Five Star Wealth Manager Award Again for 2026
- LifeTime Sponsors Fall Gold Charity Events
- New Tax Director Stephen House, CPA
- Tax Talk: Begin Focus on End of Year Planning for 2026 Taxes
- Best Contact for Different Requests Summary
- You can write a Google Review for LifeTime, your Wealth Consultant or Tax Advisor!
- News You Can Use Library with Articles on Important Topics to you
- Now is the time to “Go Paperless”
- Market update with City National Rochdale’s Speedometers
- Market Thoughts Video by Chris Fasciano, Commonwealth’s Chief Market Strategist