July 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on July 10th, 2015:
Asset | Jun 2015 | Jul 2015 | Change |
Checking | 1,358 | 3,163 | 1,805 |
Money Market | 61,114 | 66,871 | 5,757 |
Savings Bonds | 95,111 | 95,244 | 133 |
Treasury Bills | 0 | 0 | 0 |
CDs | 46,045 | 46,154 | 109 |
Brokerage | 138,569 | 130,751 | -7,818 |
401k | 141,507 | 137,616 | -3,891 |
Roth IRA | 104,988 | 103,393 | -1,595 |
SEP IRA | 518,418 | 513,714 | -4,704 |
529 Savings | 123,125 | 123,553 | 428 |
| | | |
Total Assets | $1,230,235 | $1,220,459 | -$9,776 |
| | -0.79% |
The S&P 500 has retreated, falling 1.36% since the last update:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for June fell to 5.3%, the lowest level since April 2008. Oil prices also retreated to the $53 level. It also appears that the latest fiscal emergency in Greece has been averted, although it's not clear how long that will last.
On the financial front, my only move of note was taking a distribution from my S Corporation. I'll also be making an additional 2015 contribution to my SEP IRA after I run my next payroll this month.
As for the non-financial, the young Frugalsons are done with school for the summer and have been enjoying the nice weather. Other plans for the summer include a short vacation, getting the Frugalson compound painted, and hopefully replacing our tired 18 year old refrigerator.
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