May 2014 Financial Asset Roundup

Here are my current financial assets as of the market close on May 9th, 2014:

Asset	Apr 2014	May 2014	Change
Checking	6,585	3,783	-2,802
Money Market	50,456	47,499	-2,957
Savings Bonds	82,067	92,177	10,110
Treasury Bills	0	0	0
CDs	62,477	62,648	171
Brokerage	120,249	123,884	3,635
401k	137,834	140,026	2,192
Roth IRA	87,884	89,526	1,642
SEP IRA	433,380	445,471	12,091
529 Savings	102,812	104,960	2,148
Total Assets	$1,083,744	$1,109,974	$26,230
			2.42%

The S&P 500 has rebounded over the past month, rising 2.48% since the last update:

(chart courtesy of msn.com)

On the jobs front, the unemployment rate for April fell to 6.3% from 6.7% with 288k new jobs added. Oil prices fell slightly from $104 to about $100 over the past month.

On the financial front, my assets have once again surpassed their previous all time high from March, breaking the $1.1M threshold for the first time. I also bought my annual allocation of April 2014 issue Series I savings bonds at treasurydirect.gov and had enough surplus cash in my S Corp to make an initial 2014 SEP IRA contribution.

As for the other stuff, I am pleased to have signed on with my largest customer for another year. They're a great bunch of people who are a pleasure to work with. :) And now that the nice weather is here, it looks like we will be performing some additional upgrades to the Frugalson homestead over the next few months. A new Weber gas grill and a Bosch dishwasher are already on hand and it appears that some new kitchen counter tops are next. Hopefully the upgrades this year will be less painful than the swimming pool/new car/air conditioning fiascoes of 2013.