Fraud is on the Rise: Are You Prepared?

The risk of fraud continues to climb every day. The good news is we have several protections in place for fraudulent activity here at Loft Advisors. Here are a few tips to help you stay ahead of scammers and fraudsters when it comes to your business banking.

How does SECURE Act 2.0 change saving for retirement?

The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new provisions that further raise the required minimum distribution (RMD) age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities.

Annual Market Review 2022

The year 2022 may best be described by one word: inflation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it.

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