Our Weekend Word

Home Sweet Home

Despite the pandemic we saw existing home sales reach levels higher than they have since 2007.  The median sale price of those homes increased to their highest level yet, almost 15% over 2019 prices.  So, as we revel in the fact our homes have increased exponentially, and those new happy homeowners enjoy their purchase there is always that pesky thing lurking around the corner… property tax reassessments.

IRS Extends Tax Filing and Payment Deadline

On March 17, 2021, the IRS announced that the federal income tax filing deadline for the 2020 tax year has been extended from April 15 to May 17.

NFT Madness

I love learning more about the advancements in today’s technology, and the applications they might have. But lately it feels like we're reaching an inflection point where tech (especially software) is evolving faster than we can keep up.  We’ve talked in the past about how subscriptions are the new business model due to reoccurring revenue,  or how all of your iTunes music or Google Movies aren’t really yours. But now we are entering a whole new era, and one I just can’t quite comprehend.

Inflation Looming?

2020 is a year I am sure we would all soon like to forget, but the ramifications of the last 15 months will be felt for years if not decades.  Last year the pandemic brought economies across the globe to a screeching halt and sent markets into a tailspin.   In an attempt to stem the bleeding central banks worldwide issued stimulus in unprecedented ways.  Wes reassured Mike and I last year that the Fed was throwing everything they had at it and doing so faster than they had back in ’08-’09.  Well, it worked, in March we ended the longest expansion in history to enter the shortest recession in history.  In hindsight it might have worked too well. I doubt many of us in March would have expected to see markets rebound from -30% to +16% just 9 months later, but here we are.

The Roth Rule Reckoning

Roth’s options have always been a popular savings choice for younger investors, but with the new IRA inheritance rules that started in 2020 and the possibility of higher tax rates looming in the future, investing in a Roth has become even more popular.

While Roth IRA’s may be a great choice when they fit, don’t let current enthusiasm trick you into thinking that a Roth is always the answer. Roth IRA’s and 401(k)’s are actually some of the most complicated investment vehicles out there due to the underlying rules associated with these types of accounts.

Wall Street Whirlwind

We hope that you all enjoyed last week’s Weekend Word and gained a little bit of understanding as to what was/is happening with GameStop stock over the last month. Today we look to dive a little deeper into why people are so irate with Robinhood and Citadel Securities, so why don’t we quickly recap before getting into the juicy stuff.

GameStop Mania

Unless you’ve been living under a rock this week, you’ve probably seen something in the news about GameStop stock. The stock went on a meteoric rise from around $18.84 per share to $483 per share. This story, however, is much bigger than GameStop and how this happened is quite literally the stuff of legends.  We’re going to unpack this over a number of articles because the number of different topics this action brings up is pretty remarkable.

Dumpster Diving—The Low-Tech, Low-Cost Way to Steal Your Sensitive Information

Phishing, malware, hacks. Lately, it seems as if the tricks that cybercriminals use to try to access your sensitive information are endless. But even with all of the advanced threats and increasingly clever online scams, one of the simplest ways for identity thieves to obtain information is often overlooked—dumpster diving.

Steeler Meltdown

On the radio, many were purporting on what the Steelers needed to do to get better and some prominent voices were pulling to let Big Ben play out that last year of his contract. I tend to disagree with that idea. When the radio host was going through the options for keeping Ben around I wanted to scream out “what’s the point!?”.


While I was ranting to Aaron on the topic later that day, we realized that this situation is not unlike the ones we all find ourselves in trying to plan our financial lives.

Tax Documents

It is 2021 and we all know what that means… tax time!  So we wanted to take the opportunity to detail 2020’s tax documents and their disbursement dates.