Loftus Wealth Strategies

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

09/01/2026

🚨 THE BOND MARKET IS SOUNDING THE ALARM 🚨

30-year Treasury yields just hit 5.33% — the highest level since 2007. 📈
Investors are demanding a bigger premium to hold long-term government debt, and the reasons are clear: inflation isn't going away, and deficits keep piling up. 💸
This isn't just a "Wall Street" story — rising yields ripple into mortgage rates, car loans, and borrowing costs for everyone. 🏠🚗

👀 WATCH THE FULL BREAKDOWN — link in bio/comments

09/01/2026

Your parents had a pension. You got a 401(k) — and the job of figuring out the rest. 🧭

Tom retired with $700,000 and froze. 🧊 Nobody taught him how to turn a lump sum into a monthly paycheck.
A withdrawal strategy, a guaranteed income piece, and a plan that adjusts — that’s what replaces a pension.
You were taught to save. Nobody taught you how to spend it.

💬 Let’s build your retirement paycheck 👉 www.lwsde.com

09/01/2026

📊 Stocks have crushed Treasuries by 15+ percentage points per year over the past decade 📈 — the widest gap since the late 1950s.
🔥 That's roughly 3x the historical norm going back to the 1880s.
💵 Treasuries: negative real returns (~-3%/year)
🏢 Stocks: absorbed inflation through pricing power and earnings growth
🚫 This is the main reason the standard 60/40 no longer works the way it used to.
#60/40

08/31/2026

🚨 Retirement on the horizon⁉️
I’ll help you review your investments and create a financial plan that brings clarity, confidence, and peace of mind—so you can live life exactly how you want.

08/31/2026

📊 Big week ahead for markets! All eyes on Friday's US jobs report after July's ugly miss 👀
ISM Manufacturing + Services PMIs 🏭, and oil still shaking off Middle East jitters 🛢️⚡
Impact follow thru with Warsh comments 🤷‍♂️
Generally slowest trading week of the year, with final vacation push 📉
Buckle up — volatility incoming 🎢

08/28/2026

📊 Markets wrap the week mostly higher! S&P 500 +0.7% | Nasdaq +1.4% | Dow +0.6% — small caps (Russell 2000) dipped -0.1% 📉

🚀 Nvidia stole the show: blockbuster earnings + bold 70% FY28 growth guidance sent the stock +8.7% and lit up the whole AI trade

🏦 Fed's Kevin Warsh got hawkish on inflation at Jackson Hole, shaking up rate-cut bets

🛢️ Oil slid as new Iran sanctions eased war fears

🇨🇦 US-Canada trade talks collapsed, tariff threats back on the table

📈 YTD the S&P is up ~14%, Nasdaq 100 up ~17%, and small caps are still leading the pack at +22%