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 |
|
|
|
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Total Assets | $1,357,803 | $1,386,828 | $29,025 |
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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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