Picking up Nickels

Tuesday, June 11, 2013

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:

(chart courtesy of msn.com)

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!

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