David Mathias, CFP®, MSBA @David__Mathias

Financial Advisor @yourLFAteam Securities offered through LPL Financial, member SIPC. https://t.co/4qj2CJnlf7 lfa-inc.com/team/david-mat… San Diego, CA Joined August 2022

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David Mathias, CFP®, MSBA @David__Mathias

7 days ago

@adamtaggart That looks like good ole Redwood Credit Union! Not a bank @adamtaggart

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David Mathias, CFP®, MSBA @David__Mathias

a week ago

JPMorgan’s full Guide to the Markets is available here: am.jpmorgan.com/us/en/asset-ma… Disclaimer: For educational purposes only. This is not personalized financial, tax, legal, or investment advice. Consult a qualified professional for your individual situation.

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David Mathias, CFP®, MSBA @David__Mathias

a week ago

Retirement income is what I do all day. Reply or reach out if you want help building a retirement paycheck, optimizing your tax strategy, or reviewing your investment mix.

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David Mathias, CFP®, MSBA @David__Mathias

a week ago

JPMorgan's Q3 2026 Guide to the Markets is out. I read all of it through one lens: retirement income. 6 slides that stood out, and what they mean if you're near or in retirement. 🧵

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Visual Capitalist @VisualCap

4 weeks ago

Ranked: U.S. Cities by Family Income Needed to Live Comfortably 💰 visualcapitalist.com/u-s-cities-by-…

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David Mathias, CFP®, MSBA @David__Mathias

a month ago

@RyanDetrick Underweight managed futures, gold/commodities in an inflationary growth regime? Chart from @InvestReSolve

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Charlie Bilello @charliebilello

a month ago

5 out of the 7 stocks in the Magnificent Seven have actually underperformed the S&P 500 since the start of 2025, a very different picture than 2023-2024. Only Google and Nvidia have outperformed.

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Ryan Detrick, CMT @RyanDetrick

2 months ago

Awesome work by Keith Lerner here on IPOs.

Josh Schafer @_JoshSchafer

2 months ago

Truist's Keith Lerner took a look at 30 major IPOs. The Year 1 max drawdown column stands out.

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David Mathias, CFP®, MSBA @David__Mathias

2 months ago

@awealthofcs Here come the “EWY and chill” bros

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David Mathias, CFP®, MSBA @David__Mathias

2 months ago

@cullenroche Fair enough RE maturity ETFs. I like both also. How about in a retirement distribution context, do you utilize a framework for deciding how many years of precisely matched near & intermediate term assets (cash, bonds, etc.) vs. growth assets?

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Charlie Bilello @charliebilello

3 months ago

On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history. After one of the biggest 4-week rallies ever, it's now up +5% YTD and above the average year at this point in time (+3%). There is no impossible in markets. Video: youtube.com/watch?v=p5e0Th…

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Reads with Ravi @readswithravi

3 months ago

Marcus Aurelius wrote this over 1800 years ago: “Think of yourself as dead. You have lived your life. Now take what's left and live it properly.”

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Charlie Bilello @charliebilello

4 months ago

The S&P 500 is now down 7.6% from its January peak. Is that a lot? Not at all. This is right in line with the median correction off an all-time high since the March 2009 low. We see a decline of this amount or more during most calendar years. That's the price of admission.