July 2014 Financial Asset Roundup

Here are my current financial assets as of the market close on July 10th, 2014:

Asset	Jun 2014	Jul 2014	Change
Checking	770	3,272	2,502
Money Market	46,651	45,359	-1,292
Savings Bonds	92,271	92,381	110
Treasury Bills	0	0	0
CDs	62,825	62,998	173
Brokerage	131,017	126,614	-4,403
401k	144,521	143,923	-598
Roth IRA	92,659	93,123	464
SEP IRA	462,102	465,187	3,085
529 Savings	107,645	108,996	1,351
Total Assets	$1,140,461	$1,141,853	$1,392
			0.12%

The S&P 500 has continued to hover near all time highs over the past month, rising 0.71% since the last update:

(chart courtesy of msn.com)

On the jobs front, the unemployment rate for June fell to 6.1% with 288,000 jobs added. I think the best thing about this number was that people weren't saying, "Yeah unemployment went down, BUT..." for a change. :) To add to the positivity, oil prices are actually down somewhat to about $101 over the past month.

On the financial front, my assets have surpassed their previous all time high from June by a whisker and continue to march toward the $1.2M threshold. My next money move will likely be to make an additional 2014 SEP IRA contribution after my August payroll. I'll also be keeping an eye on Penfed for decent CD deals, but I'm not holding my breath on that front.

For the non-financial, I just ordered a new mountain bike to replace the fossil that I have been riding for a looooong time. I look forward to using it when we head up to Vermont for a brief vacation later this month: