June 2013 Financial Asset Roundup
Here are my current financial assets as of the market close on June 10th, 2013:
Asset | May 2013 | Jun 2013 | Change |
Checking | 1,130 | 952 | -178 |
Money Market | 39,761 | 40,604 | 843 |
Savings Bonds | 80,750 | 80,880 | 130 |
Treasury Bills | 0 | 0 | 0 |
CDs | 81,613 | 81,848 | 235 |
Brokerage | 107,844 | 108,175 | 331 |
401k | 122,689 | 120,911 | -1,778 |
Roth IRA | 73,625 | 72,923 | -702 |
SEP IRA | 377,302 | 374,596 | -2,706 |
529 Savings | 85,244 | 85,571 | 327 |
| | | |
Total Assets | $969,958 | $966,460 | -$3,498 |
| | -0.36% |
Despite some volatility, the S&P 500 has hit all time highs over the past month, up 0.56% since the last update:
Of course, the market activity today could take a nice bite out of that gain :). On the jobs front, the unemployment rate for May reversed course and rose to 7.6% (an uninspiring number at best). Oil prices have been somewhat flat (around $95 per barrel) with local gasoline prices following the same pattern.
On the financial front, things are pretty much on cruise control. For once, I have no pending tax returns, retirement plan contributions, savings bond purchases, CD purchases, or S Corp equity distributions that need to be taken care of. I do have some CDs maturing later this year, but that's a minor event that is a few months away.
As for the non-financial, things are pretty quiet on that front as well. I continue to whack away at my backlog of home improvement/repair/landscaping projects, and it appears that Mrs. Frugalson is getting ready to spend some money on some upgrades for the house. Hopefully my bottom line can survive the hit!