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Lifetime Asset Management

Top Financial News This Week & Month — April 2025 7 Apr 2025, 1:24 pm

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:

Weekly Market Update, April 7, 2025

Business confidence dropped in both manufacturing and service sectors. Manufacturing sector confidence moved deeper into contractionary territory in March. The nonfarm payrolls number surprised to the upside in February, but there were also downside revisions to prior months. Equities were hit hard over global growth concerns amid higher proposed U.S. tariffs. Treasuries, particularly on the short end of the curve, rose considerably as investors flocked to them for safety.

Click here to read the full weekly market report published April 7, 2025.

 

Quarter-End Market Update, March 31, 2025

Quick Highlights:

1. Challenging Start to the Year for Stocks – A negative March for stocks capped off a weak first quarter.
2. Solid Quarter for Bonds – Falling interest rates supported bond prices.
3. Economic Update – First-quarter economic reports showed signs of solid growth.
4. Market Risks Worth Monitoring – Economic, domestic, and international risks remain for markets.
5. Cautiously Optimistic Outlook – The positive fundamentals should support markets.

Click here to read the full quarterly market report published March 31, 2025.

The post Top Financial News This Week & Month — April 2025 appeared first on Lifetime Asset Management.

Top Financial News This Week & Month — March 2025 31 Mar 2025, 3:37 pm

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:

Quarter-End Market Update, March 31, 2025

Quick Highlights:

1. Challenging Start to the Year for Stocks – A negative March for stocks capped off a weak first quarter.
2. Solid Quarter for Bonds – Falling interest rates supported bond prices.
3. Economic Update – First-quarter economic reports showed signs of solid growth.
4. Market Risks Worth Monitoring – Economic, domestic, and international risks remain for markets.
5. Cautiously Optimistic Outlook – The positive fundamentals should support markets.

Click here to read the full quarterly market report published March 31, 2025.

Weekly Market Update, March 31, 2025

Economic data was mixed, with new home sales and consumer confidence softer than expected. Durable goods orders surprised to the upside, possibly due to ordering ahead of potential tariffs. Fewer international trade negotiations and blackout periods for the Federal Reserve (Fed) and equities led to lighter volatility. The Treasury yield curve continued its recent trend, with a drop in yields in the belly of the curve and steepening on the long end.

Click here to read the full weekly market report published March 31, 2025.

Weekly Market Update, March 24, 2025

Retail sales and home builder sentiment were lower than expected last month. The recent flight to safety in bonds has provided support for the housing market via lower mortgage rates. Fewer international trade negotiations, along with blackout periods for the Fed and equities, led to lighter volatility. The front of the Treasury curve continued to invert as the back of the curve steepened.

Click here to read the full weekly market report published March 24, 2025.

Weekly Market Update, March 17, 2025

Tariff headlines continued to grip international markets; all three major U.S. stock indices were down more than 2 percent. Despite the volatility in equities, the yield curve was relatively unchanged from the previous week. Inflation, as measured by CPI and PPI, was lighter than expected last month. Small business and consumer confidence was a bit lower than expected.

Click here to read the full weekly market report published March 17, 2025.

Weekly Market Update, March 10, 2025

Service sector confidence was better than expected last month, whereas manufacturing was a bit light. Although employment was slightly lower than expected, it exceeded January’s figure. Economic softening and tariff volatility led U.S. equities lower. The bond market seems to have increased its expectations for cuts in 2025.

Click here to read the full weekly market report published March 10, 2025.

Weekly Market Update, March 3, 2025

Confidence fell sharply as consumers showed concern about the short-term outlook for income, the business environment, and the labor market. Consumers saved more in January, with personal income rising 0.9 percent; however, personal spending dropped 0.2 percent. Technology stocks led the market lower on concerns about short-term growth. These concerns also filtered through the bond market, which saw notable buying in short-to-intermediate-term yields.

Click here to read the full weekly market report published March 3, 2025.

Month-End Market Update, February 28, 2025

Quick Highlights:

1. Challenging Month for Markets — February was a challenging month for U.S. stocks.
2. Bonds Continue to Rise — Falling interest rates supported bond returns in February.
3. Solid Economic Backdrop — The economic updates showed signs of healthy growth for now.
4. Risks to Monitor — Markets face a variety of risks in the months ahead.
5. Cautiously Optimistic Outlook — We believe the most likely path forward is for continued market appreciation and economic growth.

Click here to read the full monthly market report published February 28, 2025.

The post Top Financial News This Week & Month — March 2025 appeared first on Lifetime Asset Management.

Life at LifeTime Quarterly Newsletter — Q1 2025 25 Mar 2025, 12:01 pm

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 first quarter newsletter features:

See our complete Q1 2025 LifeTime newsletter here. Enjoy!

The post Life at LifeTime Quarterly Newsletter — Q1 2025 appeared first on Lifetime Asset Management.

Have We Reached Peak Uncertainty? 6 Mar 2025, 2:07 pm

Recent market movements and economic headlines have sparked concerns among investors. While uncertainty can be unsettling, it’s important to put market fluctuations in context and recognize the opportunities they may present.

Chris Fasciano, Vice President, Investment Management and Research, and Chief Market Strategist, explores these topics in his latest article, “Have We Reached Peak Uncertainty?” He breaks down the key factors driving recent market changes, what’s behind the headlines, how different sectors are responding, and why staying focused on long-term goals remains essential.

We encourage you to read the article and reach out if you’d like to discuss how these market shifts may impact your portfolio. As always, we’re here to help you navigate the financial landscape with confidence.

This article covers key points including:

  • Doom and Gloom Headlines
  • Pockets of Strength
  • Market Corrections Happen Every Year
  • Opportunities vs Volatility

Read the complete article here. 

Feel free to reach out to your Wealth Consultant with any questions or concerns.

The post Have We Reached Peak Uncertainty? appeared first on Lifetime Asset Management.

Double the LifeTime Shred Events, Double the Causes! 6 Mar 2025, 6:45 am

LifeTime will be hosting our annual Shred Events again this year.
We will have our 12th ANNUAL SHRED EVENT in Raleigh
and we’ll have our 3rd ANNUAL SHRED EVENT at our Suwanee, GA office!

Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning?
We will have a document shredding truck on site for paper and files during this event.

3rd ANNUAL SUWANEE Shred Event
Sat, April 12, 2025, 10 am – 12 pm (or until the shred truck is full)
3457 Lawrenceville-Suwanee Road, Suwanee, GA 30024
FREE! Donations to American Cancer Society are welcome (and potentially tax deductible!)
We suggest $5 per box of documents, NOTE: 4 box maximum for shredding

See the flyer for complete details here.

 

12th ANNUAL RALEIGH Shred Event
Sat, May 10, 2025, 10 am – 12 pm (or until the shred truck is full)
801 Corporate Center Drive, Raleigh, NC 27607
FREE! Donations to Wake County Smart Start are welcome (and potentially tax deductible!)
We suggest $5 per box of documents
NOTE: 4 box maximum for shredding

See the flyer for complete details here.

 

We hope to see you at one of these great events!

The post Double the LifeTime Shred Events, Double the Causes! appeared first on Lifetime Asset Management.

Matt Glova Celebrates 15 Years with LifeTime 3 Mar 2025, 11:00 am

Matt Glova, CFP® has been an invaluable asset to LifeTime, contributing significantly to our team’s success, client relationships, and the overall growth of the firm. Since joining in March 2010, he made an immediate impact and became our CEO in 2013. Over the past 15 years, Matt has grown our team from 4 to 24 members, added two new office locations, and introduced a tax services division, expanding our service offerings. By blending investment planning with tax planning, he has shaped our comprehensive wealth management approach, setting us apart in the industry. We are incredibly fortunate to have Matt leading the way and are proud to celebrate his remarkable 15 years with LifeTime.

The post Matt Glova Celebrates 15 Years with LifeTime appeared first on Lifetime Asset Management.

Top Financial News This Week & Month — February 2025 28 Feb 2025, 7:21 pm

This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team:

Month-End Market Update, February 28, 2025

Quick Highlights:

1. Challenging Month for Markets — February was a challenging month for U.S. stocks.
2. Bonds Continue to Rise — Falling interest rates supported bond returns in February.
3. Solid Economic Backdrop — The economic updates showed signs of healthy growth for now.
4. Risks to Monitor — Markets face a variety of risks in the months ahead.
5. Cautiously Optimistic Outlook — We believe the most likely path forward is for continued market appreciation and economic growth.

Click here to read the full monthly market report published February 28, 2025.

Weekly Market Update, February 24, 2025

Housing data was notably weak, with home builder sentiment, housing starts, and existing home sales surprising to the downside. Softening housing data may be welcomed by the Fed as it tries to tamp down inflation. This was reflected in January’s FOMC minutes, which signaled a potentially lengthy pause in rate cuts. Soft economic data and weak guidance from Walmart led equities lower. Short-to-intermediate-term bonds saw buying amid uncertainty around economic growth.

Click here to read the full weekly market report published February 24, 2025.

Weekly Market Update, February 18, 2025

The biggest news was the CPI and PPI being hotter than expected, leading to concerns that inflation may be reaccelerating. Small business optimism ticked lower, and retail sales posted a notable miss. Technology stocks led the way in the U.S., with Nvidia and Apple posting large moves. The Treasury yield curve didn’t move much despite midweek volatility caused by inflation data.

Click here to read the full weekly market report published February 18, 2025.

Weekly Market Update, February 10, 2025

Manufacturer confidence improved more than expected in January, but the service sector was weaker than expected. Manufacturer confidence improved more than expected in January, but the service sector was weaker than expected. Consumer sentiment was lower than expected as consumers’ expectations for inflation rose. International stocks continued their outperformance.

Click here to read the full weekly market report published February 10, 2025.

Weekly Market Update, February 3, 2025

Consumers showed mixed signals to start the year; consumer confidence was lower than expected but personal spending beat expectations. As widely anticipated, the Fed kept rates steady. Fourth-quarter GDP was lower than expected, partly due to a decline in inventories. The MSCI EAFE Index, which does not carry exposure to Canada, Mexico, or China, led the way. Bonds moved slightly lower amid DeepSeek and tariff concerns.

Click here to read the full weekly market report published February 3, 2025.

Month-End Market Update, January 31, 2025

Quick Highlights:

1. Markets Rally in January — Markets rebounded in January after mixed results in December.
2. Bonds Rise as Interest Rates Fall — Falling long-term interest rates caused bonds to rise.
3. Healthy Economic Backdrop — The economic updates released in January showed continued healthy economic growth.
4. Risks Ahead — Investors should prepare for potential risks ahead.
5. Solid Outlook Despite Policy Uncertainty — We believe the most likely path forward is for continued market appreciation and economic growth.

Click here to read the full monthly market report published January 31, 2025.

 

The post Top Financial News This Week & Month — February 2025 appeared first on Lifetime Asset Management.

Guy Swain Celebrates 30 Years with Commonwealth Financial Network 28 Feb 2025, 6:03 am

Guy Swain, CFP®, CLU®, ChFC®, Wealth Consultant and Founder of LifeTime Asset Management, finds the greatest fulfillment in helping his clients discover the best solutions for their financial needs. 30 years ago today, February 28, Guy partnered with our broker-dealer, Commonwealth Financial Network®, who provides essential back-office support for him, our wealth consultants, and the entire team. This strong partnership has been key to LifeTime’s success and growth in the financial services industry. Congratulations to Guy on this great relationship and over 30 years of exceptional service for our clients!

The post Guy Swain Celebrates 30 Years with Commonwealth Financial Network appeared first on Lifetime Asset Management.

LifeTime’s Suwanee GA Office Wins Best of Gwinnett Award for 2024 20 Feb 2025, 5:36 pm

LifeTime Asset & Tax Management’s Suwanee, Georgia office, under John Puckett’s leadership, is honored to be named a Best of Gwinnett 2024 Financial Advisor firm. This achievement highlights John and the team’s unwavering commitment to their clients and their dedication to delivering exceptional service.

LifeTime brings two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure clients receive comprehensive tax savings strategies as it relates to financial planning. We specialize in proactive tax planning to help minimize clients tax liabilities through efficient distribution techniques. Specifically, we support end-of-year tax planning, Roth IRA conversions, investment portfolio tax loss/gain harvesting, cash flow projections, and more.

LifeTime Asset Management offers comprehensive wealth management services designed to help clients reduce financial stress, proactively plan for their financial future, and consult with our financial professionals on how short-term decisions can impact long-term goals. Alongside financial planning, we also specialize in proactive tax strategies to help minimize clients tax liabilities through efficient distribution techniques.

Read more on the Best of Gwinnett here. 

See LifeTime’s Suwanee office award page here.

If you want to work with our Suwanee award-winning office, John Puckett, CFP®, MBA, Wealth Consultant and our team of CERTIFIED FINANCIAL PLANNER® (CFP®) professionals and Certified Public Accountants (CPA) are here to help! Contact us to schedule a free initial consultation with John. Call us at 678-541-0866 if you have any questions.

*2024 Best of Gwinnett, created by Gwinnett Magazine. Presented on February 14, 2025 based on nomination votes gathered from April 1 to Dec 31, 2024. 57 Financial Advisor firms were considered, 6 Financial Advisor firms were recognized. Advisors pay a fee to hold out marketing materials. Readers were able to vote once per day. Not indicative of advisor’s future performance. Your experience may vary. Click here (https://www.guidetogwinnett.com/best-of/winners/2024) for more award information.

The post LifeTime’s Suwanee GA Office Wins Best of Gwinnett Award for 2024 appeared first on Lifetime Asset Management.

LifeTime Wins WRAL Voter’s Choice Award for 2024 11 Feb 2025, 5:35 pm

The 2024 WRAL Voter’s Choice Awards celebrate the best local businesses in Raleigh, Durham, Chapel Hill & the Triangle area.

LifeTime Tax Management is honored to have
won 2nd place in the Accounting Firm category!

LifeTime Asset Management is pleased to
be a finalist in the Financial Advisor Category.

 

LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure clients receive comprehensive tax savings strategies as it relates to financial planning. We specialize in proactive tax planning to help minimize clients tax liabilities through efficient distribution techniques. Specifically, we support end-of-year tax planning, Roth IRA conversions, investment portfolio tax loss/gain harvesting, cash flow projections, and more.

LifeTime Asset Management offers comprehensive wealth management services designed to help clients reduce financial stress, proactively plan for their financial future, and consult with our financial professionals on how short-term decisions can impact long-term goals. Alongside financial planning, we also specialize in proactive tax strategies to help minimize clients tax liabilities through efficient distribution techniques.

We Offer:
✔ Comprehensive and actionable financial planning
✔ Customized investment portfolio  design and management
✔ Custom digital budgeting and tracking tools
✔ Dedicated assistance implementing financial plan recommendations
✔ Ongoing support through communications and meetings

If you want to work with a Raleigh-based award-winning firm, our team of CERTIFIED FINANCIAL PLANNER® (CFP®) professionals and Certified Public Accountants (CPA) are here to help! Contact us to schedule a free initial consultation with one of our financial or tax professionals. Call us at 919-845-5315 if you have any questions.

*2024 WRAL Voter’s Choice Award, created by WRAL News. Presented on January 24, 2025 based on nomination votes gathered from September 9 to October 9, 2024. Voting for the top 5 finalists in each category was open November 6 through December 11, 2024. 5 Accounting firms and 5 Financial Advisor firms were considered and recognized. Advisors pay a fee to hold out marketing materials. Readers were able to vote once during the nomination and voting periods. Not indicative of advisor’s future performance. Your experience may vary. Click here for more info: https://www.wral.com/story/2024-wral-voters-choice-awards-ended-12-11-24/21610040/

The post LifeTime Wins WRAL Voter’s Choice Award for 2024 appeared first on Lifetime Asset Management.

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