Picking up Nickels

Friday, July 11, 2014

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:


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