Mark Loftis, Financial Advisor
Preparing for that next step in life isn’t always easy. Contact me today to learn how you may benefit from putting our team to work for you.
06/15/2026
You need a backup World Cup team. Let the stock market help you pick one. It's a good idea to have a backup World Cup squad if yours gets bounced from the tournament early. One option would be to pick based on domestic stock-market performance. Detailed below are some options, as well as a player scouting report for each.
06/14/2026
I love my mortgage rate. I hate my house. In 2021, the author and her husband secured a low mortgage rate when they moved to Kentucky to be near their family. Five years later, they feel stuck in a humdrum house they don't love because of its affordability. They realize we're fortunate to have a home, but can't help wanting more from the pl...
06/11/2026
I cofounded an app that made over $1 million in the last year. We pivoted 5 times and made one big mistake before finding success. Alex Ruber and his cofounder, Parth Chopra, entered YC's fall 2024 batch with an AI shopping tool. After running at a loss, they pivoted through five to six ideas before finding success. He said their biggest mistake during the search for a winning app was how they handled pivots.
06/09/2026
Forget the Inheritance. These Readers Are Passing Down Their Money Now. The Wall Street Journal wrote about how older Americans are accumulating trillions in wealth for themselves. Their readers told them that wasn’t the full story.
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949 S. Shady Grove Rd. , Suite 300
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38120