July 2008 Financial Asset Roundup

Here are my current financial assets as of the market close on July 11th, 2008:

Asset	June 2008	July 2008	Change
Checking	873	278	-595
Money Market	25,370	25,723	353
Savings Bonds	14,734	14,750	16
Treasury Bills	0	0	0
CDs	94,877	98,235	3,358
Brokerage	106,648	106,129	-519
401k	100,162	93,039	-7,123
Roth IRA	32,513	29,768	-2,745
SEP IRA	185,955	174,248	-11,707
529 Savings	37,920	36,182	-1,738
Credit Card 0% Balance Transfers	0	0	0
Total Assets	$599,052	$578,352	-$20,700 (-3.46%)

The S&P 500 index has not been kind since my last update, dropping an additional 8.76% during that time:

(chart courtesy of msn.com)

Oil prices dipped to "only" $144 per barrel today. Despite the major stock market indices going south, I put some cash from the distribution I took from my 2007 S Corporation profits into my brokerage account and also added some cash to my recently matured 6 month E-Loan CD @5.15% APY that I rolled into a 6 month E-Loan CD @ 3.61% APY. What a difference 6 months makes...

The only other noteworthy financial move I've made since last month was applying for the Penfed Platinum Rewards VISA for 5% rewards on gas purchases since American Express was kind enough to cut the gas rewards on my Amex SimplyCash Business Card from 5% to 3%. Otherwise, it'll (hopefully) be onward and upward until August after a short July vacation...