September 2014 Financial Asset Roundup
Today marks the anniversary of the 9/11 attacks and I still have vivid memories of spending the day in a state of shock those thirteen years ago. It's also hard to believe that the moody teenager living under my roof was a toddler in diapers at the time. Where does the time go?
Here are my current financial assets as of the market close on September 10th, 2014:
Asset | Aug 2014 | Sep 2014 | Change |
Checking | 1,310 | 453 | -857 |
Money Market | 45,525 | 47,386 | 1,861 |
Savings Bonds | 92,483 | 92,609 | 126 |
Treasury Bills | 0 | 0 | 0 |
CDs | 63,188 | 63,355 | 167 |
Brokerage | 125,671 | 128,662 | 2,991 |
401k | 141,121 | 143,064 | 1,943 |
Roth IRA | 91,923 | 94,214 | 2,291 |
SEP IRA | 460,694 | 477,049 | 16,355 |
529 Savings | 109,305 | 111,291 | 1,986 |
| | | |
Total Assets | $1,131,220 | $1,158,083 | $26,863 |
| | 2.37% |
The S&P 500 has once again hit all time highs over the past month, rising 3.03% since the last update:
(chart courtesy of msn.com)
On the jobs front, the unemployment rate for August fell back to 6.1%, although the drama at Market Basket was cited as a reason for lackluster job growth. Oil prices have continued to drop and fell below $91.
On the financial front, my assets have surpassed their previous all time high from July. Although the rising stock market was the main driver of that growth, a portion of the gain is attributed to a partial 2014 SEP IRA contribution I made after my August Payroll date. I also have a E-LOAN 1.10% APY 1 year CD due to mature soon and as a result I will likely put some cash in a Penfed 1.06% APY 1 year CD before the end of the month.
For the non-financial, the biggest change around here is the start of the school year. While I do miss the young Frugalsons while they're at school, it is awfully quiet around here during the day. :)