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  • February202024

    Want to pay less taxes? (and who doesn't?) If given a way to legally reduce tax liability, most Americans would welcome that opportunity with open arms. But methods for doing so aren’t always obvious—and may be tricky in certain circumstances. Two such situations include working in the gig economy and navigating required minimum distributions (RMDs) ...

  • February202024

    This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Feb 20, 2024 Consumer and producer inflation came in higher than expected in January. Retail sales fell by more than expected in January, but consumer sentiment showed signs of improvement in February. The ...

  • January292024

    This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Jan 29, 2024 Fourth-quarter GDP surprised to the upside, rising 3.3 percent when 2 percent growth was expected. Business confidence surprised to the upside despite softer-than-expected durable goods orders in December. Positive news ...

  • January052024

    Blog post by Brad McMillan, CFA®, Chief Investment Officer at Commonwealth Financial Network®. Markets rose last month, continuing November’s rally as interest rates pulled back even more on expectations of Fed rate cuts in 2024. Markets in the U.S. were up by mid-single digits, finishing a solid quarter and a very strong year. International markets ...

  • December272023

    It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or training for a marathon, while others may want to spend more time with family or other loved ones. Whatever your ...

  • December202023

    At the start of 2023, we saw dire headlines about the economy and the markets despite positive economic data. Ultimately, the results this year followed the data, not the headlines. Yes, there were (and are) many concerns and risks. As long as the data stays solid, however, so should the results. And that’s worth keeping ...

  • December182023

    Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, Dec 18, 2023 Inflation continued to fall particularly on the producer side as falling energy supported the move lower. Service costs on the consumer side will be worth watching especially if this translates into lower wage growth and a softer job market ...

  • December142023

    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 ...

  • December122023

    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 fourth quarter newsletter features: Lorraine Johnson, CFP®, CPA®, ADPA® Announces Retirement LifeTime Voted Raleigh's Best in Tax Services & Wealth Management Categories Important Changes in How to Communicate with Tax Team ...

  • November272023

    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 ...

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