December 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on December 14th, 2015:
Asset | Nov 2015 |
Dec 2015 |
Change |
Checking | 2,915 | 3,362 | 447 |
Money Market | 74,257 | 64,463 | -9,794 |
Savings Bonds | 95,684 | 105,741 | 10,057 |
Treasury Bills | 0 | 0 | 0 |
CDs | 36,477 | 36,577 | 100 |
Brokerage | 125,754 | 120,377 | -5,377 |
401k | 128,192 | 122,712 | -5,480 |
Roth IRA | 107,018 | 103,834 | -3,184 |
SEP IRA | 515,079 | 500,462 | -14,617 |
529 Savings | 127,196 | 126,771 | -425 |
|
|
|
|
Total Assets | $1,212,572 | $1,184,299 | -$28,273 |
|
|
-2.33% |
The S&P 500 has been a bit volatile of late, down 2.87% since the last update:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for November remained at 5.0%, with 211,000 jobs added. Oil prices have fallen quite a bit to the $36 level, with fears of an increasing oil glut driving prices down. We're also potentially going to see the Federal Reserve raise interest rates for the first time since the Great Recession began, which is hopefully a sign that our financial system will finally begin getting back to "normal".
On the financial front, my only move of note was to make a maximum purchase of November 2015 Series I savings Bonds. I'll also need to make a final 2015 SEP IRA contribution early next year when my CPA finishes my S Corp tax returns and the final numbers are in.
On the non-financial front, my main goals are to wrap up the 2015 year for my S Corp and try to get everything Christmas-related done by the end of next week. Ho Ho Ho!
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