October 2007 Financial Asset Roundup
Asset | September 2007 | October 2007 | Change |
Checking | 376 | 564 | 188 |
Money Market | 52,393 | 30,445 | -21,948 |
Savings Bonds | 4,591 | 4,607 | 16 |
Treasury Bills | 0 | 0 | 0 |
CDs | 68,840 | 91,336 | 22,496 |
Brokerage | 106,272 | 115,367 | 9,095 |
401k | 100,389 | 109,939 | 9,550 |
Roth IRA | 33,141 | 35,486 | 2,345 |
SEP IRA | 176,087 | 187,738 | 11,651 |
529 Savings | 35,479 | 37,858 | 2,379 |
Credit Card 0% Balance Transfers | -18,875 | -18,675 | 200 |
Total Assets | $558,693 | $594,665 | $35,972 (6.4%) |
Wow, what a difference a month makes! The stock market has been on a nice run fueled by the FOMC rate cut on September 18th, with the S&P 500 index up 6.18% since my last update:
(chart courtesy of msn.com)
My only moves of note were locking up some short term cash in a 3 month E-Loan CD @5.55% APY while that deal was still available while also jumping in on the latest and greatest Penfed CD offer by putting some more cash in a 4 year Penfed CD @6.00% APY.
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