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  • April132021

    For the thousands of families who experienced loss due to the COVID-19 pandemic, some relief is coming in the form of funeral reimbursement. FEMA, the federal organization that helps people before, during and after disasters, has started a program for funeral reimbursement for deaths attributable to COVID-19. "Under the Coronavirus Response and Relief Supplemental Appropriations ...

  • April122021

    Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management On March 31, 2021, President Biden introduced the American Jobs Plan, a proposal designed to improve the country’s aging infrastructure. In total, the plan will invest more than $2 trillion over the next decade. The specific provisions of the proposal ...

  • April122021

    Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, April 12, 2021 The 10-year Treasury yield remained flat last week. On Monday morning, it opened just one-tenth of a basis point higher than last Monday’s open. The 30-year came in at 2.34 percent on Monday, down just two-tenths of a basis ...

  • March312021

    Presented by Matthew Glova and the teams at LifeTime Asset Management and LifeTime Tax Management Solid Month Caps Positive Quarter for Markets U.S. stock markets saw gains for the month and quarter, but not all stocks did well. Higher interest rates led to some volatility, especially for growth and technology companies. The Nasdaq Composite gained ...

  • March232021

    If your child was in college during the pandemic, you may have received a refund for tuition, fees, or room and board. Which was probably a relief! But if you used money from a 529 college savings account to pay the tuition/fees, then you may need to put that refund back into the 529 account ...

  • March232021

    Presented by the team at LifeTime Asset Management LLC Over the past year, we’ve all felt the effects of the coronavirus pandemic in one way or another. But, as the job losses and unemployment numbers tell us, it’s staggeringly clear that women—particularly women of color—have been disproportionately affected. Women have lost or scaled back their ...

  • March222021

    Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, March 22, 2021 Rates continued to rise last week. On Monday morning, the 10-year Treasury yield opened just below 1.71 percent, an increase of 8.5 basis points from last week’s open of 1.63 percent. The 30-year opened just above 2.41 percent, up ...

  • March152021

    On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools. It is intended to assist individuals and businesses during the ...

  • February222021

    Presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, February 22, 2021 Rates continued to rise last week, with the 5- and 10-year Treasuries shifting the most. This follows an increase in 10- and 20-year Treasuries the previous week. It’s unknown when or if the short end of the curve will ...

  • February152021

    Matt Glova has been named to Forbes’ Best–in–State Wealth Advisors list for 2021. The list is published on forbes.com/best-in-state-wealth-advisors. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. “I am pleased to have been named to ...

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