Picking up Nickels

Tuesday, December 13, 2016

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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