Picking up Nickels

Monday, July 13, 2015

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.

0 Comments:

Post a Comment

Links to this post:

Create a Link

<< Home