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Upward Finance
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Upward Finance
@Upward_Finance
Moving your financial journey onward and upward. Education - News - Confidence Part of Upward Enterprises → https://t.co/F5SfDspCau
Iowa Katılım Nisan 2026
15 Takip Edilen34 Takipçiler
164 million returns expected this year. IRS staffing down 27%. Nearly 2 million unresolved cases still sitting there.
Paper checks are being phased out—if you haven't switched to direct deposit, expect delays. Plus new identity verification requirements can freeze refunds for weeks.
File electronically. Use direct deposit. Check your status at IRS.gov/refunds. The old "where's my refund" wait just got longer.
money.com/tax-refund-del…
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National average savings rate: 0.38%. Top high-yield accounts: 5.00% APY.
Same FDIC insurance. Same liquidity. 13x the return.
If your emergency fund is still sitting in a traditional savings account, you're donating money to your bank's profit margin. The best HYSAs (Varo, Axos, Newtek) don't require jumping through hoops—just a few clicks to move your money.
fortune.com/article/best-s…
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@ashleyschendel Agreed. $150k with a wife and two kids works, but we can’t have it all.
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$150,000 a year sounds like a lot until it has to cover a mortgage or rent, health insurance, childcare, groceries, car payments, taxes, and whatever debt it took to get there.
In a lot of America, that income is not rich anymore. It is the new version of stable if nothing goes wrong.
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@DarrigoMelanie This isn’t a Scrooge McDuck dream. If he hits that goal, that likely means America has a moon base, dirt cheap electricity, and dirt cheap manufacturing looking at his goals for Spacex + xAI. He can only get there by creating massive opportunity for others.
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This level of wealth hoarding is a mental illness.
Kalshi@Kalshi
JUST IN: Elon Musk says his goal is to reach a $10 trillion net worth
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@DudeWhoInvests Those under 40 should be happy to see a correction to buy more at PE valuations in the teens. Those over 50 should probably take some profits. If you’re 40-50, choose your path western man.
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At this rate MFs are going to start thinking stocks only go up… and we know what happens when people think that. 😂
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@InvestingAddict And you actually own a lot of what others your age are anxiously buying into and selling out of as the news cycles.
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I will retire a millionaire and never own anything in my Roth IRA except for $VOO.
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Because Bitcoin is a pure faith play. It may still be a good play, but it’s not as if Bitcoin is going to announce a new corporate strategy to increase profits or return more to shareholders. If you already have investments in the S&P 500, I might pick BTC over it because of the high valuation.
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@CoinvoTrading The companies are very different fundamentally. Still overvalued from my perspective, but I think we will se more of a settling than a popping.
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🚨 THE AI BUBBLE IS ABOUT TO CRACK THE STOCK MARKET.
Something very bad might be next for the U.S. stock market.
Very similar to what we saw in 2000.
You have been warned.
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@RolandMartin26 @jonbrooks Mostly, but there are a large portion of people who budgeted correctly for what they were paying for and have seen crazy increases in property taxes and insurance that is putting strain on the monthly budget.
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@jonbrooks By “they” you mean those that live beyond their means.
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First they stop paying credit cards
Then they stop paying their mortgages
Then we see more short sale and foreclosures
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🚨 $SPY $QQQ S&P 500 Futures are tumbling.
What just happened?
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Starting this year, high earners ($150K+) can no longer make pre-tax catch-up contributions. It's Roth-only now.
Same contribution limit ($7,500 extra if you're 50+), but the tax treatment flips. If your employer doesn't offer a Roth 401(k), your options shrink fast.
The SECURE 2.0 logic: tax revenue now beats tax revenue later. For you: higher taxable income this year, but tax-free growth. Run the numbers before December.
fidelity.com/learning-cente…
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Biggest loser of the next decade.
Berkshire Hathaway $BRKB
3 Reasons
✅ They don’t understand Tech. Somehow they managed to get into $AAPL pretty late.
✅ They don’t care to understand Tech. Look at their indifference to the AI revolution.
✅ They won’t invest in $TSLA but in $BYD. They don’t like 🇺🇸
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@Notwokenow That’s why Tax Day is April 15, that’s about as long as it takes to pay your bill for the year.
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We work 105-110 days a year to pay our tax burden in the US.
And Congress burns through it and gives it away like it’s their pocket change.
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@IndexAndForget The habit of investing is the most important. You will not get there with motivation, but with discipline.
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For people with 100k plus portfolio...
One advice that really helped you get there?
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@TheMoonCarl There is more money created to purchase the same stock, so the price rises.
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If you ever wondered how stock markets can keep pushing all time highs all the time:
It’s because they keep increasing debt.
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@createdbyjami It is good to diversify into Bitcoin. Don’t throw everything you own there.
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This is why Berkshire Hathaway cannot find good investment opportunities.
LUKEY ✣@VERYKOOLLUKEY
Historically, every single time the market hits a P/E of 23, the next 10 years returned between 2% and -2% annualized NO exceptions. Best case (2% annualized): you don’t even beat inflation (3.3%) Worst case (-2% annualized): you lose 40%
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@JimmyWinrar @nobrainflip Well, stocks are priced based on the fundamental performance of the issuer. Crypto I suppose is very simple supply and demand pricing, it’s just always such a volatile market, hard to tell what a fair price is.
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If you’re under 30, I genuinely don’t know what the “safe” life path is anymore.
Buy stocks? S&P is at ATHs.
Buy gold? Near ATHs.
Save cash? Dollar gets cooked.
Buy a house? Housing market is cooked.
Buy bonds? Barely beating inflation.
At this point, crypto is one of the only not overpriced places left
The Kobeissi Letter@KobeissiLetter
BREAKING: The S&P 500 closes at its highest level on record, now up +14.5% since the March 30th bottom. That's +$8.3 TRILLION in market cap in 24 trading days.
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