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Jason Williams, CFA Profile
Jason Williams, CFA

@longviewim

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Following
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291

Founded LVIM, a fee-only registered investment adviser in Omaha, NE. Financial planning and investment management services. CFA charterholder. Tweets not advice

Omaha, NE
Joined April 2019
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@longviewim
Jason Williams, CFA
7 years
I’m proud to share: LongView Investment Management is an independent, fee-only registered investment adviser in Omaha, NE. LongView provides financial planning and investment management services to young professionals, families, business owners, retirees and institutions.
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Jason Williams, CFA
5 months
Have a good weekend, everyone!
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@longviewim
Jason Williams, CFA
7 months
Please play Nitro by The Offspring #MCWSOrganist Thank you!
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@longviewim
Jason Williams, CFA
7 months
S&P 500 was up 6.29% in May. The best May since 1990.
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@longviewim
Jason Williams, CFA
8 months
CPI up 2.3% YoY. Updated chart.
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@longviewim
Jason Williams, CFA
8 months
S&P 500 was down -0.68% in April.
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@longviewim
Jason Williams, CFA
9 months
1 more week to save in your Roth IRA for tax year 2024. Deadline is April 15. If <50, you can save $7,000 to max out for 2024. If 50+, you can save $8,000 to max out for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
9 months
S&P 500 was down -5.63% in March.
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@longviewim
Jason Williams, CFA
9 months
2 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $3,500 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $4,000 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
10 months
3 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $2,333 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $2,667 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
10 months
4 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $1,750 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $2,000 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
10 months
CPI up 2.8% YoY. Updated chart.
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@longviewim
Jason Williams, CFA
10 months
5 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $1,400 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $1,600 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
10 months
6 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $1,166 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $1,333 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
10 months
S&P 500 was down -1.30% in February.
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@longviewim
Jason Williams, CFA
10 months
Let’s Go Mavs! #OmahaHKY
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@longviewim
Jason Williams, CFA
11 months
7 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $1,000 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $1,142 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
11 months
8 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $875 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $1,000 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
11 months
CPI up 3.0% YoY. Updated chart.
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@longviewim
Jason Williams, CFA
11 months
9 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $777 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $888 per week to reach the max of $8,000 for 2024. Start saving today!
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@longviewim
Jason Williams, CFA
11 months
10 more weeks to save in your Roth IRA for tax year 2024. If <50 and haven’t started, you can save $700 per week to reach the max of $7,000 for 2024. If 50+, and haven’t started, you can save $800 per week to reach the max of $8,000 for 2024. Start saving today!
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