April 2016 Financial Asset Roundup
Here are my current financial assets as of the market close on April 11th, 2016:
Asset | Mar 2016 | Apr 2016 | Change |
Checking | 1,669 | 958 | -711 |
Money Market | 65,104 | 64,743 | -361 |
Savings Bonds | 105,825 | 105,857 | 32 |
Treasury Bills | 0 | 0 | 0 |
CDs | 48,904 | 49,024 | 120 |
Brokerage | 121,099 | 126,655 | 5,556 |
401k | 121,438 | 124,248 | 2,810 |
Roth IRA | 102,918 | 105,503 | 2,585 |
SEP IRA | 501,546 | 515,709 | 14,163 |
529 Savings | 129,986 | 133,187 | 3,201 |
| | | |
Total Assets | $1,198,489 | $1,225,884 | $27,395 |
| | 2.29% |
The S&P 500 has continued to trend upward since the last update, rising 2.29% over that period:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for March rose slightly to 5.0%, while the 215,000 jobs added exceeded expectations. Oil prices have edged up to the $41 level (up from $38), and I've been seeing local gasoline prices above the $2 threshold again.
On the financial front, all of my 2015 personal and business tax returns are finally complete. I did get a modest refund on my Federal return and will be getting a portion of it in paper Series I Savings Bonds. On a related note, the March CPI-U numbers are due out later this week so that a Series I Savings Bond purchase can be properly evaluated. I'm anticipating a situation like last year where we had a six month period of 0% interest, but we'll know for sure on Thursday. Finally, I have a Penfed 1.31% APY 1 year CD maturing early next month with the usual dilemma of no concrete landing spot for the proceeds.
On the non-financial front, I'm anxiously awaiting the arrival of some warm Spring weather and the flowers and green grass that should accompany it. :D
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