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

Tweets

422
Followers

204
Following

413
Likes

4K

David Mathias, CFP®, MSBA @David__Mathias

4 days ago

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

0 0 0 50 0

View Details

Charlie Bilello @charliebilello

4 days 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.

32 72 401 64K 75

View Details

Ryan Detrick, CMT @RyanDetrick

2 weeks ago

Awesome work by Keith Lerner here on IPOs.

Josh Schafer @_JoshSchafer

2 weeks ago

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

40 177 871 380K 686

14 44 326 60K 152

View Details

David Mathias, CFP®, MSBA @David__Mathias

2 weeks ago

@awealthofcs Here come the “EWY and chill” bros

0 0 1 572 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

3 weeks 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?

1 0 1 111 0

View Details

Charlie Bilello @charliebilello

2 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…

15 45 283 41K 50

View Details

Reads with Ravi @readswithravi

2 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.”

63 2K 14K 314K 3K

View Details

Charlie Bilello @charliebilello

3 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.

63 222 1K 125K 357

View Details

David Mathias, CFP®, MSBA @David__Mathias

3 months ago

@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?

1 0 0 51 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

4 months ago

@excessreturnpod This was a great episode guys

1 0 3 23 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

6 months ago

Thank you, Theresa! 🔎 Explore more reviews like this one here 👉 wt.reviews/david-mathias

0 0 5 75 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

7 months ago

@RyanPKirlin Does AA have a solution to implement these?

1 0 3 580 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

7 months ago

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

2 0 2 39 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

7 months ago

@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?

1 0 1 36 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

7 months ago

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

1 0 0 56 1

View Details

David Mathias, CFP®, MSBA @David__Mathias

7 months ago

Thank you, Franz! 🔎 Explore more reviews like this one here 👉 wt.reviews/david-mathias

0 0 0 47 0

View Details

David Mathias, CFP®, MSBA @David__Mathias

8 months ago

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

Ryan Detrick, CMT @RyanDetrick

8 months ago

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 🎂

106 111 1K 118K 174

0 0 1 45 0

View Details

Ryan Detrick, CMT @RyanDetrick

8 months ago

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 🎂

106 111 1K 118K 174

View Details

David Mathias, CFP®, MSBA @David__Mathias

8 months ago

@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?