Picking up Nickels

Tuesday, September 13, 2016

September 2016 Financial Asset Roundup

Here are my current financial assets as of the market close on September 12th, 2016:


Asset Aug
2016
Sep
2016
Change
Checking 4,931 1,123 -3,808
Money Market 74,471 82,348 7,877
Savings Bonds 109,382 109,538 156
Treasury Bills 0 0 0
CDs 39,336 39,447 111
Brokerage 132,403 128,940 -3,463
401k 133,082 133,788 706
Roth IRA 112,957 112,682 -275
SEP IRA 561,443 564,930 3,487
529 Savings 142,190 142,986 796



Total Assets $1,310,195 $1,315,782 $5,587
   
 
0.43%


The S&P 500 fell slightly since the last update, losing 0.76% during that time:

(chart courtesy of yahoo.com)

On the jobs front, the unemployment rate for August remained at 4.9%. However, "only" 151,000 new jobs were created, which is less impressive than the 255,000 number from the previous month. Oil prices are up a bit to the $45 level, and I continue to see regular unleaded gasoline sold locally below the $2 per gallon price point.

On the financial front, my asset level has reached a new all time high for the fifth month in a row, eclipsing the previous high from last month. Of course, that was made possible by the 2016 SEP IRA contribution and the distribution I took from my S Corporation since the last update. I don't anticipate any other moves in the near term though.

On the non-financial front, the young Frugalsons are back in school once again! This blog has been around long enough to see them make their way from elementary school to high school. Soon enough they will be out there on their own. :)

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