February 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on February 10th, 2015:
Asset | Jan 2015 |
Feb 2015 |
Change |
Checking | 1,102 | 2,164 | 1,062 |
Money Market | 58,336 | 48,693 | -9,643 |
Savings Bonds | 93,164 | 93,340 | 176 |
Treasury Bills | 0 | 0 | 0 |
CDs | 49,679 | 49,838 | 159 |
Brokerage | 135,458 | 137,206 | 1,748 |
401k | 129,374 | 134,184 | 4,810 |
Roth IRA | 99,479 | 102,110 | 2,631 |
SEP IRA | 482,116 | 493,787 | 11,671 |
529 Savings | 115,944 | 118,059 | 2,115 |
|
|
|
|
Total Assets | $1,164,652 | $1,179,381 | $14,729 |
|
|
1.26% |
The S&P 500 is up again since the last update with continued volatility, rising 1.16% during that time:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for January rose slightly to 5.7%, although hiring was very strong with 257,000 new jobs created. Oil prices are up a bit from $47 to a whisker below $50, yet I've recently paid the lowest price for heating oil ($2.40/gal) since May 2010 and gasoline ($1.899/gal) since February 2009.
On the financial front, my assets have once again reached a new all time high, surpassing the previous high from November. I also used the remaining cash from my Penfed 3.5% APY 5 year CD that matured last month to make a mortgage prepayment due to a lack of better options for the money.
As for the non-financial, we are currently dealing with several feet of snow that the sky gods have blessed us with over the past 2.5 weeks and I'm hoping that the roof at the Frugalson compound is up to the task! I've also started the ball rolling on my 2014 S Corp tax returns and final 2014 SEP IRA contribution.
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