March 2016 Financial Asset Roundup
Here are my current financial assets as of the market close on March 10th, 2016:
Asset | Feb 2016 |
Mar 2016 |
Change |
Checking | 2,064 | 1,669 | -395 |
Money Market | 62,817 | 65,104 | 2,287 |
Savings Bonds | 105,798 | 105,825 | 27 |
Treasury Bills | 0 | 0 | 0 |
CDs | 48,792 | 48,904 | 112 |
Brokerage | 112,511 | 121,099 | 8,588 |
401k | 112,632 | 121,438 | 8,806 |
Roth IRA | 96,110 | 102,918 | 6,808 |
SEP IRA | 461,365 | 501,546 | 40,181 |
529 Savings | 125,774 | 129,986 | 4,212 |
|
|
|
|
Total Assets | $1,127,863 | $1,198,489 | $70,626 |
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6.26% |
The S&P 500 has recovered nicely since the last update, rising 7.44% over the past month:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for February remained flat at 4.9%, with a strong 242,000 jobs added. Oil prices have climbed back up to the $38 level (up from $26), although the prices I've been paying at the gasoline pump have been pretty stable during that time.
On the financial front, my CPA finalized my 2015 S Corp tax returns and I was able to make my final 2015 SEP IRA contribution. Unless an unexpected opportunity presents itself before the next update, it should be a quiet month with regard to financial moves.
On the non-financial front, the usual tasks of finishing up my 2015 personal tax returns and working on a contract extension with my largest client are on the docket. As an added plus, that start of Spring is only nine days away. :)
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