Picking up Nickels

Friday, September 11, 2015

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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