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Monday 8:30am - 4pm Tuesday 8:30am - 4pm Wednesday 8:30am - 4pm Thursday 8:30am - 4pm Friday 8:30am - 1pm

Loftus Wealth Strategies

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United States
Bethany Beach, DE
Loftus Wealth Strategies

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Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry.

Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm focused on facilitating superior service and sound advice with a personalized touch. He’s held senior-level positions managing sales, marketing and national account teams for multibillion-dollar financial institutions and has worked closely with several top money management firms. Making the switch from the corporate side was not an easy one, from having many resources to building a business from scratch. But Michael jumped in to make sure he had the best technology, financial planning and investment processes, and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all his clients. His dedication to educate and communicate is what drives him every day. Loftus Wealth Strategies is a Registered Investment Advisory Firm. This is not Investment Advice

Specialties: Security Registrations - Series 7, 63, 66, 26, Life & Health

11/02/2026

🚨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.

11/02/2026

🚨 BIG WEEK FOR MARKETS 🚨

🗳️ Tue: Midterm elections
🍎 Mon: Apple + Palantir earnings
🔥 Tue: AMD reports
📊 Wed: ISM Services + Qualcomm
🇬🇧 Thu: Bank of England decision
💼 FRIDAY: October jobs report. Last month was just 29K!

Fed hike odds for December are around 80%, and AI stocks are on edge 👀

Buckle up! 🎢📈

11/02/2026

10/30/2026

🚨 October ends with a gut punch. Nasdaq -2.1% on the week, -2.9% Friday alone. 📉

Alphabet's worst day on record. Amazon burning $42B in free cash flow. Intel -29%. 🔥 The market just asked the AI trade a simple question: where's the payback? 🤔

Meanwhile the Fed held with two dissenters wanting a HIKE, PCE is running 3.6%, and Brent sits near $113. 🛢️ Small caps? Up ~1% on the week. 👀 Rotation, not panic... famous last words. 😏

S&P YTD: +10.4%. Dow: +7.6%. Nasdaq: +9.4%. Russell: +12.9%.

For educational purposes only.

10/30/2026

Retired⁉️
Let’s review and refine your Financial Plan 💯
Peace of mind to live life YOUR way! 🌞

10/30/2026

📊 Big GDP news! The U.S. economy grew at a 3.4% annual rate in Q3, the fastest pace in our chart. 🚀

Here's what caught our eye: according to analysis from the Center for Economic and Policy Research (CEPR), AI-related business investment added approximately 1.78 percentage points to that 3.4%. That's more than half of the quarter's growth. 🤖💻

The details: nonresidential fixed investment rose 12.7%, and equipment spending jumped 20.9%. 🏗️

Earnings have been robust, and now GDP is catching up. 📈

One thing to keep in mind: imports rose too (and imports are a subtraction in GDP math), so the net picture is more nuanced than one number. 🧐

So what do you think... is the AI bump finally showing up in the economy? 👇

Educational purposes only. Not investment advice. Past performance is no guarantee of future results. Q3 is a BEA advance estimate and is subject to revision. Sources: BEA.gov, CEPR.

10/29/2026

📊 GDPNow check-in: Q3 growth peaked at 6.2% 🚀 and has since cooled to 3.3% 📉
Still a strong number 💪 but the momentum is clearly fading 🌬️ Looking ahead, we expect growth to keep sliding into Q1 2027 ⬇️
Strong today. Softer tomorrow? 🤔

10/28/2026

🚨Thinking about retirement⁉️
Let’s make sure your investments and financial plan are strong enough to support the life you’ve been dreaming about 💯Your freedom years are calling—let’s get you ready.

Address

32895 Coastal Highway
Bethany Beach, DE
19930

Opening Hours

Monday	8:30am - 4pm
Tuesday	8:30am - 4pm
Wednesday	8:30am - 4pm
Thursday	8:30am - 4pm
Friday	8:30am - 1pm

Telephone

+13022518901

Website

http://www.loftuswealthstrategies.com/

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