June 2007 Financial Asset Roundup

Here are my current financial assets as of the market close on June 12th, 2007:

Asset	May 2007	June 2007	Change
Checking	256	240	-16
Money Market	27,584	39,147	11,563
Savings Bonds	4,526	4,542	16
Treasury Bills	17,000	0	-17,000
CDs	57,743	57,986	243
Brokerage	93,886	103,441	9,555
401k	101,992	101,960	-32
Roth IRA	33,527	33,356	-171
SEP IRA	167,711	171,718	4,007
529 Savings	34,755	34,539	-216
Total Assets	$538,980	$546,929	+$7,949 (1.5%)

Keeping up with this blog has continued to fall by the wayside as work, family, and house-related projects have continued to eat into my free time, although I like the exercise of looking at my overall financial picture on a monthly basis. Despite the S&P 500 index being down about 1% since my last update, I actually increased my bottom line via additional equity distributions from my S Corp's 2006 profits combined with my initial 2007 SEP IRA contribution:

(chart courtesy of msn.com)

I am currently in a financial holding pattern as the yield of the 10 year Treasury has risen and the stock market has responded with increased volatility. If this trend continues, we may end up with buying opportunities in the form of a stock market correction and attractive rates on long-term fixed income instruments (come on Penfed!).