Picking up Nickels

Wednesday, January 11, 2017

January 2017 Financial Asset Roundup

Here are my current financial assets as of the market close on January 10th, 2017:


Asset Dec
2016
Jan
2017
Change
Checking 3,233 1,325 -1,908
Money Market 71,474 77,483 6,009
Savings Bonds 119,837 119,920 83
Treasury Bills 0 0 0
CDs 39,775 39,887 112
Brokerage 130,105 126,657 -3,448
401k 132,317 134,610 2,293
Roth IRA 115,940 117,047 1,107
SEP IRA 589,199 593,032 3,833
529 Savings 145,714 147,842 2,128



Total Assets $1,347,594 $1,357,803 $10,209
   
 
0.76%


Happy 2017! It's hard to believe that another year has come and gone. On to the good stuff...

The S&P 500 has been relatively flat since the last update, rising up 0.53% during that time:

(chart courtesy of google.com)

On the jobs front, the unemployment rate for December rose slightly to 4.7% with a "slightly disappointing" 156,000 new jobs created. Oil prices are down a bit to the $51 level, although the gradual rise in prices last year led to my late December heating oil delivery eclipsing the $2 per gallon level ($2.04) for the first time since late 2015.

On the financial front, my asset levels have once again reached an all-time high, breaking the previous high from December 2016. I'm also planning on making my 2017 Series I savings bond purchase later this month, since the 2.76% rate for the first six month period is the highest it has been in quite some time. I'm also planning on making final 2016 Roth IRA and SEP IRA contributions before my S Corp and personal income tax returns are filed.

Other than that , I'm currently slogging my way through the mid-winter doldrums. The weather has been strange lately with a 5° temp and a foot of snow on the ground when I started the car yesterday morning to 56° and lots of melted snow puddling up everywhere this afternoon.

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