Picking up Nickels

Friday, March 11, 2016

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
   
 
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. :)

0 Comments:

Post a Comment

Links to this post:

Create a Link

<< Home