Picking up Nickels

Tuesday, April 12, 2016

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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