Picking up Nickels

Monday, March 13, 2017

March 2017 Financial Asset Roundup

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

Asset Feb
Checking 2,086 1,788 -298
Money Market 68,804 66,397 -2,407
Savings Bonds 130,022 130,175 153
Treasury Bills 0 0 0
CDs 40,000 40,103 103
Brokerage 132,265 137,322 5,057
401k 138,607 139,556 949
Roth IRA 119,715 121,541 1,826
SEP IRA 605,331 620,304 14,973
529 Savings 149,998 151,176 1,178

Total Assets $1,386,828 $1,408,362 $21,534

The S&P 500 has continued to rise since the last update, increasing 2.44% during that time:

(chart courtesy of google.com)

On the jobs front, the unemployment rate for February fell to 4.7% with a strong 235,000 new jobs created. Oil prices have dropped to the $48 level, with local gasoline prices slightly above the $2 level.

On the financial front, my asset levels have once again reached an all-time high for the fourth month in a row, breaking the previous high from February 2017. I have made my final 2016 SEP IRA contribution and my S Corp tax returns are complete. I'm very close to doing the same with my 2016 personal returns and corresponding Roth IRA contribution. As usual, any Federal income tax refund due will be used to purchase up to $5,000 worth of paper Series I savings bonds.

As for the non-financial, we're looking at another potential blizzard starting tomorrow morning. With the mess/damage/power outages this storm may bring, it's hard to believe that Spring officially begins in one week. :(


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