PortfolioGuide's profile picture. Registered Investment Advisor providing personal wealth management & customized investment guidance. Unwavering Ethics Superior Discipline Unsurpassed Value

Matthew V. Pixa, CFP®, MBA

@PortfolioGuide

Registered Investment Advisor providing personal wealth management & customized investment guidance. Unwavering Ethics Superior Discipline Unsurpassed Value

Maui among ‘Best of the World 2026’ list released by National Geographic | Maui Now mauinow.com/2025/10/21/mau… #Maui #Kihei #Vacation


$MSTR is up +1,513% over the past 5 years and somehow trades at a P/E of 11. #Bitcoin has been under pressure lately… but the stock tied to it looks cheaper than half of the S&P 500. Saylor’s empire still looks like a “value stock” on paper. Market logic or market irony? 🤔


The top 10 U.S. companies now make up nearly 25% of the global market.. more than China, Japan & Germany combined. AI is the new market oxygen, but how much is too much? We cover this in our newsletter, "the Guide", along with our top AI picks. #AI #Investing #BubbleTalk #Mag7

PortfolioGuide's tweet image. The top 10 U.S. companies now make up nearly 25% of the global market.. more than China, Japan & Germany combined.
AI is the new market oxygen, but how much is too much?
We cover this in our newsletter, "the Guide", along with our top AI picks.

#AI #Investing #BubbleTalk #Mag7

As soon as you get comfortable or start to like a certain update for a website, portal, vendor platform etc, ...it changes. It's like clockwork.


How are you wired? Are you a “I hate to lose more than I love to win” type of vice versa?

Love to win %100
Hate to lose %0

1 bầu chọn · Còn 4 ngày


Matthew V. Pixa, CFP®, MBA đã đăng lại

I cant live in the S&P 500


Had a great #FinancialPlanning Zoom meeting with some dear clients recently where we joked about how the internet seems to know everything. This morning, I open my browser and get served this pop-up ad. 👇 Guess the internet’s keeping some of us humble. 😅

PortfolioGuide's tweet image. Had a great #FinancialPlanning Zoom meeting with some dear clients recently where we joked about how the internet seems to know everything.
This morning, I open my browser and get served this pop-up ad. 👇
Guess the internet’s keeping some of us humble. 😅

Honored to be acknowledged as a leading financial advisor in Orange County, with an invitation to a dinner presentation hosted by a highly regarded economist we regularly follow.

PortfolioGuide's tweet image. Honored to be acknowledged as a leading financial advisor in Orange County, with an invitation to a dinner presentation hosted by a highly regarded economist we regularly follow.

Markets are betting the #Fed isn’t done yet. After yesterday’s rate cut, futures now show a 70.8% chance of another cut in December...and only a 29.2% chance of holding steady. The easing cycle continues… but how far will Powell go before the market says “enough”? 🤔💵 #Rates

PortfolioGuide's tweet image. Markets are betting the #Fed isn’t done yet.
After yesterday’s rate cut, futures now show a 70.8% chance of another cut in December...and only a 29.2% chance of holding steady.

The easing cycle continues… but how far will Powell go before the market says “enough”? 🤔💵

#Rates

We'll see...but not sure there's enough for $KDP to be a true #ShortSqueeze Less than 2 days to cover and not enough short interest as percentage of float for a real squeeze. What say you @SqueezeFinder ?

The squeeze is on in KDP 🍋

sam_gatlin's tweet image. The squeeze is on in KDP 🍋


Fantastic summary of Atomic Habits by @JamesClear This is a powerful book and one that is worth a reread every so often (or pick up a chapter that you want to revisit and dial in) #Habits #Discipline #Success

20 Habits You Need to Build A Success-Driven Routine

1Bookism's tweet image. 20 Habits You Need to Build A Success-Driven Routine


October is #FinancialPlanningMonth — fitting, since we’ll hand out billions in candy but not one lesson on compound interest. 🍬📈 Treat yourself (and your future) to something sweeter: a real #FinancialPlan from a true #Fiduciary + #CFP®. 🎃 #FinancialLiteracy #Investing

PortfolioGuide's tweet image. October is #FinancialPlanningMonth — fitting, since we’ll hand out billions in candy but not one lesson on compound interest. 🍬📈
Treat yourself (and your future) to something sweeter: a real #FinancialPlan from a true #Fiduciary + #CFP®. 🎃
#FinancialLiteracy #Investing

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” — Will Durant Sundays are for rest & reflection; greatness isn’t built in 1 moment, but in small, consistent ones. Faith, fitness, or finances… habits shape us. #Sunday #Habits #Faith #Fitness #Finance

PortfolioGuide's tweet image. “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” — Will Durant
Sundays are for rest & reflection; greatness isn’t built in 1 moment, but in small, consistent ones.
Faith, fitness, or finances… habits shape us.
#Sunday #Habits #Faith #Fitness #Finance

Average retirement age is 67. Average life expectancy is 78. That’s about 11 years to enjoy what most spend 40-50 years working toward! At My Portfolio Guide, we believe financial planning isn’t about waiting to live ... it’s about living with purpose every step of the way.

PortfolioGuide's tweet image. Average retirement age is 67.
Average life expectancy is 78.
That’s about 11 years to enjoy what most spend 40-50 years working toward!

At My Portfolio Guide, we believe financial planning isn’t about waiting to live ... it’s about living with purpose every step of the way.

Matthew V. Pixa, CFP®, MBA đã đăng lại

BREAKING 🚨: National Debt U.S. National Debt tops $38 Trillion for the first time in history 🤯 Congrats everyone, we did it 🥳🫂

Barchart's tweet image. BREAKING 🚨: National Debt

U.S. National Debt tops $38 Trillion for the first time in history 🤯 Congrats everyone, we did it 🥳🫂

Hilarious but "if I had a dollar for every time I hear this..."

Just got done filing my first LLC online Looks like taxes are a thing of the past for me now Why aren't more people doing this??



This philosophy has guided our approach from day one. When you genuinely focus on helping others reach their goals, success takes care of itself. #Motivation #PersonalWealthManagement #Goals #Success

PortfolioGuide's tweet image. This philosophy has guided our approach from day one. When you genuinely focus on helping others reach their goals, success takes care of itself.

#Motivation #PersonalWealthManagement #Goals #Success

Matthew V. Pixa, CFP®, MBA đã đăng lại

BofA: S&P 500 Valuations – on 19 of 20 valuation metrics we track, the index is more expensive than the historical average

MikeZaccardi's tweet image. BofA: S&P 500 Valuations – on 19 of 20 valuation metrics we track, the index is more expensive than the historical average

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