,

Over time I have said many times that our story hasn't changed much.  Whether it's our investment style or our commitment to serving a small group of investors.  We have also been committed to education and making sure that our clients are always aware of what we are doing with our models and or changes/effects of the overall markets.  I also have been teaching Financial Planning classes for the last 18  months at the Osher Learning Center, an experience I truly enjoy.

With this in mind we will doing an educational series at our office in Millville, information is below on our first class.  This is for clients who might want a re-fresher, but is also open to the public. So if you have a friend who could benefit please let them know.

As always we appreciate your support and we look forward to continue to serve many of you in the future.


MPL Sig




Michael P. Loftus

Loftus Wealth Strategies
www.loftuswealthstrategies.com

 

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Upcoming Events
Loftus Wealth Strategies
Educational Series

Presented by:  Michael P. Loftus

WEALTH MANAGEMENT 101
An investing Course for Turbulent Times

Two-part series
October 14, 2014 9am-11am
October 21, 9am-11am

(Coffee & Pastries Served)

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                       (Space is Limited so Don't Wait)                                       35785 Atlantic Avenue 
                                                                                                          Millville, DE  19967   
    
  Interesting Charts, Graphs or Photos

  
Science on the Course: The Physics of Golf


Whether you're an aspiring pro, or a beginning amateur, golfing can be an amazing way to relax and get exercise. For many, however, the game can be confusing, or downright frustrating, without lots of practice and insight. 





   

Click above graph to view details


  
What can $1 Buy Around the World?


Based on a Facebook survey by Lonely Planet, this graphic shows various products all over the world which you can buy for $1.   I personally think the Philippines have the best bang for your buck!






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Monthly Topics


10 Basic Tax To-Dos for 

the Rest of 2014 

 

Here are 10 things to consider as you weigh

potential tax moves between now and the end of the year.


 



 


 

  

 


The Potential Pitfalls of

 DIY Estate Planning

 

Americans, by and large, are do-it-yourselfers. Books, websites, software programs, and even 

giant box stores exist solely to help ambitious 

Americans tackle all kinds of everyday 

challenges, from fixing leaky faucets to building 

backyard sheds. The same holds true for estate 

planning--there's certainly no dearth of 

information for those wanting to prepare 

their own wills and other important documents. 

However, do-it-yourselfers may want to 

exercise a bit of caution here.


 



 

 

Debit Card Data Breach. 

 What should I do? 

 

Now, more than ever, consumers are relying on the convenience of credit and debit cards to make everyday purchases, such as gas and groceries, and to make online purchases. With this convenience,

however, comes the risk of having your account information compromised by a data breach.


 


 
  

 

We hope that you had a summer filled with family, friends, laughter and memories.

Stacie's Recipe of the Month
Stacie Recipe
 
Ciabatta French Toast with Warm Apple Syrup

 

Fall is here! (Not that summer was hot this year, hopefully we get a fall and don't slide right into winter.)  One of the best things about fall, besides the kids going back to school, are that apples are in season.  I'm sure most of you have a favorite apple pie or dumpling recipe so here's a little something different. Perfect for brunch or even dinner.  

  Click to view full recipe 


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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Loftus Wealth Strategies are not affiliated

 

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