Picking up Nickels

Monday, February 13, 2017

February 2017 Financial Asset Roundup

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


Asset Jan
2017
Feb
2017
Change
Checking 1,325 2,086 761
Money Market 77,483 68,804 -8,679
Savings Bonds 119,920 130,022 10,102
Treasury Bills 0 0 0
CDs 39,887 40,000 113
Brokerage 126,657 132,265 5,608
401k 134,610 138,607 3,997
Roth IRA 117,047 119,715 2,668
SEP IRA 593,032 605,331 12,299
529 Savings 147,842 149,998 2,156



Total Assets $1,357,803 $1,386,828 $29,025
   
 
2.14%


The S&P 500 has been on a nice run since the last update, rising 2.08% during that time:

(chart courtesy of google.com)

On the jobs front, the unemployment rate for January rose to 4.8% with 227,000 new jobs created. Oil prices are up a couple of bucks to the $53 level, with no noticeable change locally in gasoline and heating oil prices.

On the financial front, my asset levels have once again reached an all-time high, breaking the previous high from January 2017. I'm also still on track to make my final 2016 Roth IRA and SEP IRA contributions before my S Corp and personal income tax returns are filed.

Other than that, we've been dealing with several blasts of snow over the past few days. The young Frugalsons had two school days cancelled last week followed up by a two hour delay this morning. I am officially ready for Spring. :)

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