October 2016 Financial Asset Roundup
Here are my current financial assets as of the market close on October 11th, 2016:
Asset | Sep 2016 |
Oct 2016 |
Change |
Checking | 1,123 | 1,244 | 121 |
Money Market | 82,348 | 82,260 | -88 |
Savings Bonds | 109,538 | 109,663 | 125 |
Treasury Bills | 0 | 0 | 0 |
CDs | 39,447 | 39,555 | 108 |
Brokerage | 128,940 | 123,083 | -5,857 |
401k | 133,788 | 131,906 | -1,882 |
Roth IRA | 112,682 | 111,871 | -811 |
SEP IRA | 564,930 | 560,487 | -4,443 |
529 Savings | 142,986 | 143,297 | 311 |
|
|
|
|
Total Assets | $1,315,782 | $1,303,366 | -$12,416 |
|
|
-0.94% |
The S&P 500 continued to fall since the last update, dropping 1.03% during that time:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for September rose slightly to 5.0% with 156,000 new jobs were created. Oil prices have continued to rise to the $51 level as OPEC has agreed to production cuts.
On the financial front, it is almost time to decide on a Series I savings bond purchase. The September CPI-U inflation numbers are due out next week, and the data should validate the position that waiting until November to make the purchase is the way to go.
On the non-financial front, thankfully there isn't much to report. The weather is changing (A/C is off, heat is on) and I have been taking advantage of the cool Fall weather to try to get my lawn whipped into shape for next year. Winter is coming!
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