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.
New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financi
06/17/2026
Our infuriating ticket-buying experiment Why does StubHub want to charge me $66 more for baseball tickets than my coworker?
06/16/2026
7 Costly Financial Mistakes That Can Quietly Derail a Growing Startup From weak bookkeeping and tax missteps to contractor errors and missed incentives, these seven financial mistakes can quietly drain cash, increase risk and slow startup growth before founders even notice.
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...
06/13/2026
SpaceX Employees Get a Crash Course in How the Rich Handle Money Life-altering fortunes will require navigating if and when to sell shares, and strategic alternatives
06/12/2026
I’ve Never Seen Leaders This Stressed. Here’s How to Stay Grounded When Everything Feels Urgent. The modern leadership challenge isn't just managing pressure — it's preventing it from accumulating, and small, intentional moments of clarity, connection and joy can make all the difference.
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.
06/10/2026
San Francisco's real estate market is off the rails The AI boom is wreaking havoc on Bay Area real estate. It'll only get worse.
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.
06/08/2026
David Byrnes' Reasons To Be Cheerful David Byrne’s Reasons to Be Cheerful spotlights uplifting ideas in health, culture, science, and more.
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949 S. Shady Grove Rd. , Suite 300
Memphis, TN
38120