David Mathias, CFP®, MSBA

Financial Advisor @yourLFAteam Securities offered through LPL Financial, member SIPC.

[Ryan Detrick, CMT @RyanDetrick]

Awesome work by Keith Lerner here on IPOs.

[David Mathias, CFP®, MSBA @David__Mathias]

@awealthofcs Here come the “EWY and chill” bros

[David Mathias, CFP®, MSBA @David__Mathias]

@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?

[Charlie Bilello @charliebilello]

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: https://t.co/Mc35tZCH30

[Reads with Ravi @readswithravi]

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.”

[Charlie Bilello @charliebilello]

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.

[David Mathias, CFP®, MSBA @David__Mathias]

@MarkTMeredith Great graphic, Mark. Are you using target maturity assets (eg bulletshares/iShares, iBonds, etc.) for the short-to-intermediate term bonds portion of your buckets or more standard bond funds?

Any resources you drew inspiration from to define your system?

[David Mathias, CFP®, MSBA @David__Mathias]

@excessreturnpod This was a great episode guys

[David Mathias, CFP®, MSBA @David__Mathias]

Thank you, Theresa!

🔎 Explore more reviews like this one here 👉 https://t.co/jMrkycweSo

[David Mathias, CFP®, MSBA @David__Mathias]

@RyanPKirlin Does AA have a solution to implement these?

[David Mathias, CFP®, MSBA @David__Mathias]

@DaveNadig @wjpoulin @TaxAlphaInsider Or rather, “cash” drag, not tax drag

[David Mathias, CFP®, MSBA @David__Mathias]

@DaveNadig @wjpoulin @TaxAlphaInsider Couldn’t State Street convert it to an opened ended ETF and fix the tax drag issue and the UIT termination date issue?

[David Mathias, CFP®, MSBA @David__Mathias]

@DaveNadig @wjpoulin @TaxAlphaInsider Is this required as part of SPY’s UIT structure? If so, this issue would not apply to SPYM, correct?

[David Mathias, CFP®, MSBA @David__Mathias]

Thank you, Franz!

🔎 Explore more reviews like this one here 👉 https://t.co/jMrkycweSo

[David Mathias, CFP®, MSBA @David__Mathias]

At risk of jinxing tomorrow, and angering the market gods, Happy birthday to us both! @RyanDetrick

[Ryan Detrick, CMT @RyanDetrick]

It is almost time for my favorite stat of the year.

October 28 is the best day of the year for the S&P 500 on average. 🙌

It is also my birthday 🎂

[Ryan Detrick, CMT @RyanDetrick]

It is almost time for my favorite stat of the year.

October 28 is the best day of the year for the S&P 500 on average. 🙌

It is also my birthday 🎂

[David Mathias, CFP®, MSBA @David__Mathias]

@MrNQDC NQDC is generally not available to self-employees business owners, is that correct? What size businesses do you typically see start to employ this structure? Do they need to be C-corps?

[Charlie Bilello @charliebilello]

The S&P 500's price to peak earnings ratio has moved up to 27.9, its highest level since 2000 and 62% above the historical median. $SPX

Video: https://t.co/JuKAZxkVmv

[Charlie Bilello @charliebilello]

The top 10 holdings in the S&P 500 now make up over 39% of the index, the highest concentration on record.

Video: https://t.co/JuKAZxltc3