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 |
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Total Assets | $1,310,195 | $1,315,782 | $5,587 |
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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. :)