Loftus Wealth Strategies

09/08/2026

💸 In tax-free. 📈 Grows tax-free. 🙌 Out tax-free. One account in the whole tax code does all three — and most people use it like a debit card. 💳

Nancy pays every copay from her HSA → balance never grows. 📉

Susan pays cash, saves the receipts, invests hers → six figures in 20 years, reimbursable tax-free anytime. 🤯
It’s not a health account. It’s a stealth retirement account. 🏖️

Let’s build it into your plan 👉 www.lwsde.com

09/08/2026

📈 MARKET WEEK AHEAD 📈
Short week, big stakes. 🍂 Markets closed Monday for Labor Day, then straight into 🍎 Apple's big iPhone event Wednesday. Thursday brings PPI + Oracle & Adobe earnings 💻, and Friday's the real headliner: August CPI 🔥 — the last major data point before the Fed meets in 2 weeks. Buckle up. 🎢

09/07/2026

🇺🇸 Happy Labor Day!
Today we celebrate the workers who keep this economy moving — the backbone of every data point we talk about all year long.

Enjoy the day off. The markets will be back to testing our patience soon enough. 😄

09/04/2026

📊 The ISM Services PMI just accelerated more than expected — 55.4 in August, up from 54.1, beating consensus and marking 26 straight months of expansion.
Pair that with today's blowout jobs report (+162,000 vs. +55,000 expected), and the data is painting a picture of solid momentum across the board.
Expansion⁉️

09/04/2026

🚨 BREAKING: US economy adds +162,000 jobs in August — nearly TRIPLE expectations of +55,000. 🚨

✅ Unemployment rate held steady at 4.1%, right in line with estimates
✅ July's number revised UP by +43,000 — now positive for the month
✅ A sharp reversal after a rough summer of jobs data
The labor market just threw a curveball. Nobody saw this coming.

09/03/2026

📊 Let's check in on the K-Shaped Economy 👇
The 60+ day delinquency rate on US subprime auto loans has climbed to ~5.2% — and per Goldman Sachs data, that's now above the 2008 Financial Crisis peak.

Meanwhile prime auto loan delinquencies remain historically low and stable.
The divergence says it all — this isn't a broad consumer problem 💯

09/03/2026

🤔 Heard the "110 minus your age" rule for investing? If you're 60, it says you should have 50% in stocks👎

📊 Sounds simple — but it treats every market the same, whether bonds are thriving 🌱 or struggling 📉 (like they have the last five years).

We don't think your portfolio should run on autopilot 🤖 from a decades-old formula. Curious what a more responsive approach could look like for you? 👉 www.lwsde.com

09/02/2026

🚨You’ve got big plans—family, travel, rising costs, future income. Let’s create a Financial Plan that brings clarity and confidence 💯 So you can enjoy life your way, with peace of mind.

09/02/2026

📉 SEPTEMBER: THE WORST MONTH OF THE YEAR 📉
Since 1950, it's the ONLY month with negative average returns for the S&P 500. And it doesn't get better with time —
📊 Past 20 years: still red
📊 Past 10 years: still red
📊 Midterm years: even MORE red
This isn't a one-off. It's a 75-year pattern. 👀
Past performance doesn't guarantee future results, but seasonality is worth knowing.

09/02/2026