February 2010 Financial Asset Roundup
Asset | Jan 2010 | Feb 2010 | Change |
Checking | 371 | 502 | 131 |
Money Market | 40,663 | 39,603 | -1,060 |
Savings Bonds | 25,955 | 25,963 | 8 |
Treasury Bills | 0 | 0 | 0 |
CDs | 111,797 | 112,180 | 383 |
Brokerage | 86,592 | 82,817 | -3,775 |
401k | 87,861 | 81,166 | -6,695 |
Roth IRA | 40,337 | 38,046 | -2,291 |
SEP IRA | 199,268 | 187,979 | -11,289 |
529 Savings | 42,478 | 41,008 | -1,470 |
Total Assets | $635,322 | $609,264 | -$26,058 |
(-4.10%) |
We've had a bit of a correction over the past month as the S&P 500 index dropped 6.87% since the last update:
(chart courtesy of msn.com)
The unemployment rate unexpectedly dropped to 9.7% in January, although all of the recent snow we've had on the East Coast could take a bite out of the February numbers. The price for crude oil has dropped along with the stock market, although it has creeped up to about $75 per barrel over the past few days.
I pretty much have no money moves planned for near future, although I may look into some Series I savings bonds in April again this year. Even so, the constant rate cuts impacting savers like me has been depressing. :(
Right now, I'm focusing quite a bit on work, updating my home IT infrastructure, and chugging along with my personal and business tax returns. Fun, fun, fun...