Picking up Nickels

Tuesday, December 15, 2015

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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