September 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on September 10th, 2015:
Asset | Aug 2015 | Sep 2015 | Change |
Checking | 1,945 | 849 | -1,096 |
Money Market | 61,531 | 57,821 | -3,710 |
Savings Bonds | 95,380 | 95,505 | 125 |
Treasury Bills | 0 | 0 | 0 |
CDs | 46,267 | 46,380 | 113 |
Brokerage | 130,725 | 123,170 | -7,555 |
401k | 138,307 | 125,852 | -12,455 |
Roth IRA | 104,169 | 97,163 | -7,006 |
SEP IRA | 517,202 | 494,247 | -22,955 |
529 Savings | 125,639 | 123,087 | -2,552 |
| | | |
Total Assets | $1,221,165 | $1,164,074 | -$57,091 |
| | -4.68% |
The S&P 500 has undergone a bit of a correction since the last update, falling 7.22% during that time:
(chart courtesy of yahoo.com)
Today is the fourteenth anniversary of the terrorist attacks on US soil on September 11, 2001. I was recently interviewed by one of the young Frugalsons about my perspective from that day for a school project and it brought back a lot of thoughts and feelings I don't tend to think about very often. It's hard to believe how much the world has changed since that day.
On the jobs front, the unemployment rate for August fell to 5.1%, the lowest number since April 2008. Oil prices are up slightly to the $45 level, although I still haven't seen local gasoline prices fall below $2 per gallon.
On the financial front, I made another 2015 contribution to my SEP IRA after my August payroll and will probably get around to making a 2015 Roth IRA contribution in the next month or two. I'll also be monitoring the CPI-U inflation numbers to see if a November Series I savings bond purchase would be worthwhile since the current 0% composite rate through October is a non-starter.
On a personal note, it's been a little sad seeing summer end as the kids head back to school. It certainly amazes me at how fast time flies and these kids will be grown and off living their own lives before long. I intend to enjoy having them here as long as I can. :)
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