Loftus Wealth Strategies

Loftus Wealth Strategies 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 financi

al 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

🚨You’ve got big plans—family, travel, rising costs, future income. Let’s create a Financial Plan that brings clarity and...
07/22/2026

🚨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.

💰 Cash on the sidelines has fallen to a record low, while margin debt sits at an all-time high.Everybody's all in. What ...
07/22/2026

💰 Cash on the sidelines has fallen to a record low, while margin debt sits at an all-time high.
Everybody's all in. What could possibly go wrong 🤷‍♂️

💧 As expected, OBBBA frontloading liquidity has kept financial conditions loose.Historically, that combination has been ...
07/22/2026

💧 As expected, OBBBA frontloading liquidity has kept financial conditions loose.
Historically, that combination has been favorable for markets. Setup playing out as expected.

07/22/2026

📊🚨 Retail Margin Debt just crossed +100% on a trailing 3-year basis.History's only comparable peaks:📈 +109% (Jan '94)📈 +...
07/21/2026

📊🚨 Retail Margin Debt just crossed +100% on a trailing 3-year basis.
History's only comparable peaks:
📈 +109% (Jan '94)
📈 +123% (Mar '98) → S&P -19%
📈 +173% (Mar '00) → NASDAQ -83%
📈 +104% (Jul '07) → S&P -57%
Not calling a crash 🙅‍♂️ — just something worth watching 👀

🔌 Semiconductor ETFs have pulled in $46B in inflows this year.Huge inflows, parabolic moves — and now the pullback we're...
07/21/2026

🔌 Semiconductor ETFs have pulled in $46B in inflows this year.
Huge inflows, parabolic moves — and now the pullback we're seeing is exactly what that combination sets up.

📊 UMich Consumer Sentiment jumped to 54.4 in July, up from 49.5 and above the 51.0 estimate — best reading since Februar...
07/20/2026

📊 UMich Consumer Sentiment jumped to 54.4 in July, up from 49.5 and above the 51.0 estimate — best reading since February, thanks to cheaper gas.
Still down ~12% YoY, and the survey closed before the July 7 Iran strikes reignited gas prices. Not exactly screaming excitement.

07/20/2026

📊 BIG WEEK AHEAD 📊
🤖 Alphabet + Tesla drop earnings same day (Wed) — the AI capex trade gets its report card
💻 Intel earnings Thu, IBM Wed — legacy tech under the microscope
🏦 ECB rate decision Thursday
🔇 Fed goes quiet (blackout mode) ahead of July 29 FOMC
📈 Flash PMIs + new home sales close out the week Fri

Earnings > macro this week. Buckle up 🎢

🚨Thinking about retirement⁉️Let’s make sure your investments and financial plan are strong enough to support the life yo...
07/17/2026

🚨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.

📊 Doing our quarterly reviews, and this is exactly what we flagged.High beta has been overdue for a pullback and consoli...
07/17/2026

📊 Doing our quarterly reviews, and this is exactly what we flagged.
High beta has been overdue for a pullback and consolidation — no surprise here. Does it dent the long-term picture? Never say never, but what we're seeing looks more like sell exhaustion than a real breakdown.

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

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