October 2010 Financial Asset Roundup
Asset | Sep 2010 | Oct 2010 | Change |
Checking | 175 | 506 | 331 |
Money Market | 32,346 | 60,838 | 28,492 |
Savings Bonds | 36,283 | 36,384 | 101 |
Treasury Bills | 0 | 0 | 0 |
CDs | 116,852 | 82,985 | -33,867 |
Brokerage | 84,767 | 92,125 | 7,358 |
401k | 86,831 | 93,115 | 6,284 |
Roth IRA | 40,220 | 42,379 | 2,159 |
SEP IRA | 218,768 | 230,075 | 11,307 |
529 Savings | 45,966 | 48,538 | 2,572 |
Total Assets | $662,208 | $686,945 | $24,737 |
(3.74%) |
It's been a nice run for the S&P 500 as it has risen has risen 5.01% since the last update:
(chart courtesy of msn.com)
The unemployment rate for September stayed flat at 9.6% as job growth continues to flounder, while oil prices have perked up to around $83 per barrel.
On the financial front my asset levels have once again surpassed my all time high from September 2010 in lockstep with the rising stock market despite the $5000 I spent getting my yard repaired and re-sodded after the flood-related damage caused in March. Now that the final cleanup is done, I figure I spent close to $10,000 this year on basement water removal and cleanup, sump pump installation, and landscaping stump removal, fill, and sod installation. With regard to more pure financial moves, I'm also saw a Penfed 6% APY 4 year CD, a HSBC 2.00% APY 12 month CD and a ING Direct 2.10% APY 12 month CD mature since the last update. I am planning on putting some of that cash in a 5% APY CD reservation at Penfed in January 2011, but I will probably stay liquid with the remainder of that cash due to the lack of decent places to put it. I'm also trying to get myself into the Navy Federal Credit Union through a loophole of sorts, but my membership status there is still in limbo at this point.
Not much else of note to report on though. I'm just trying to fight the good fight and keep my financial situation afloat.
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