In the News

Loft Private Wealth Surpasses $1 Billion in Client Assets | Quello Named to Barron's Top 1,200 Financial Advisors

Loft Private Wealth has achieved a significant milestone, reaching $1 billion in client assets by staying true to its mission of becoming an essential, trusted partner in clients' financial lives, and financial advisor Nathan Quello was named to Barron's "Top 1,200 Financial Advisors" list for the 10th year in a row.

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7 Things To Know About Digital Banking with Loft

At Loft Advisors, we’re constantly updating our digital banking solutions to make sure clients get the ease of use they expect. Here's a quick look at some of the key benefits of digital banking with Loft and why, if you aren't already, it may be the perfect time to start.

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Looking for Guidance on Charitable Giving?

With the holiday season approaching, it's the perfect time to discuss charitable giving strategies and suggestions for maximizing your donations. Here are a few tips from the advisors at Loft to help you make giving back meaningful and tax-savvy.

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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.

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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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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.

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