Picking up Nickels

Thursday, September 11, 2014

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. :)