July 2012 Financial Asset Roundup
Asset | Jun 2012 | Jul 2012 | Change |
Checking | 1,902 | 776 | -1,126 |
Money Market | 44,416 | 45,839 | 1,423 |
Savings Bonds | 66,361 | 66,567 | 206 |
Treasury Bills | 0 | 0 | 0 |
CDs | 68,202 | 68,453 | 251 |
Brokerage | 93,348 | 98,663 | 5,315 |
401k | 96,449 | 98,770 | 2,321 |
Roth IRA | 54,424 | 55,987 | 1,563 |
SEP IRA | 295,450 | 302,391 | 6,941 |
529 Savings | 63,680 | 66,184 | 2,504 |
Total Assets | $784,232 | $803,630 | $19,398 |
2.47% |
The downward trend for S&P 500 seems to have reversed course somewhat, rising by 2.49% since the last update:
(chart courtesy of msn.com)
On the jobs front, the unemployment rate for June remained flat at 8.2% with an underwhelming 80,000 jobs created. And to make matters worse, the crisis du jour is the impending Fiscal Cliff, just what every struggling economy needs. Oil prices have risen somewhat from $84 to around $87, although I've observed local gasoline prices continue to fall from about $3.59 to $3.43 during that time.
On the financial front, I'm still manning the death watch for my E-Loan 5 year CD @5.55% APY next month. Otherwise, I have been watching money flow out of my wallet for car repairs, appliance repairs, and random things breaking down around the house. Oh well, at least I was able to save a few bucks by doing some of the repairs myself.
As for the rest, my surgically repaired arm feels pretty good five months post-op and I'm looking forward to our annual modest vacation later this month. Hopefully the weather (and the offspring) will be cooperative. At some point the family "oblication" has to turn back into a family vacation, right? :p
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