News
Private Banking, Loft Experience
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.
Private Banking, Trust, Investment Management
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.
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.
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
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.