December 2016 Financial Asset Roundup
Here are my current financial assets as of the market close on December 12th, 2016:
Asset | Nov 2016 |
Dec 2016 |
Change |
Checking | 1,529 | 3,233 | 1,704 |
Money Market | 82,686 | 71,474 | -11,212 |
Savings Bonds | 109,745 | 119,837 | 10,092 |
Treasury Bills | 0 | 0 | 0 |
CDs | 39,666 | 39,775 | 109 |
Brokerage | 126,233 | 130,105 | 3,872 |
401k | 130,210 | 132,317 | 2,107 |
Roth IRA | 112,082 | 115,940 | 3,858 |
SEP IRA | 565,452 | 589,199 | 23,747 |
529 Savings | 143,590 | 145,714 | 2,124 |
|
|
|
|
Total Assets | $1,311,193 | $1,347,594 | $36,401 |
|
|
2.78% |
The S&P 500 has been on a strong run, up 4.13% since the last update:
(chart courtesy of google.com)
On the jobs front, the unemployment rate for November fell to 4.6% with 178,000 new jobs created, the lowest rate since August 2007. Oil prices are up to the $53 level, near 2016 highs as oil producers agreed to reduce output.
On the financial front, my asset levels have reached an all-time high, breaking the previous high from September of this year. I also made my 2016 Series I savings bond purchase, with a 2017 purchase likely to follow in January. Finally, I'll close out 2016 financially by taking a final distribution from my S Corp.
As for the rest, I'm hoping for an enjoyable holiday season to wrap up 2016. Once 2017 hits it will be time to get to work on fun stuff like 2016 tax returns and Roth IRA contributions.
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