April 2017 Financial Asset Roundup
Here are my current financial assets as of the market close on April 10th, 2017:
Asset | Mar 2017 |
Apr 2017 |
Change |
Checking | 1,788 | 1,705 | -83 |
Money Market | 66,397 | 61,079 | -5,318 |
Savings Bonds | 130,175 | 130,331 | 156 |
Treasury Bills | 0 | 0 | 0 |
CDs | 40,103 | 40,216 | 113 |
Brokerage | 137,322 | 139,653 | 2,331 |
401k | 139,556 | 142,141 | 2,585 |
Roth IRA | 121,541 | 127,500 | 5,959 |
SEP IRA | 620,304 | 620,363 | 59 |
529 Savings | 151,176 | 153,421 | 2,245 |
|
|
|
|
Total Assets | $1,408,362 | $1,416,409 | $8,047 |
|
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0.57% |
The S&P 500 has pulled back a bit since the last update, falling 0.65% during that time:
(chart courtesy of google.com)
On the jobs front, the unemployment rate for March fell to 4.5%, the lowest it has been since the 4.4% number in May 2007. Oil prices have picked up to the $53 level, apparently with a little help from the US missile launch in Syria last week.
On the financial front, my asset levels have reached an all-time high for the fourth fifth month in a row, breaking the previous high from March 2017. My 2016 personal tax returns and Roth IRA contribution are complete and the bulk of my Federal income tax refund will be in the form of paper Series I savings bonds. I'll likely make an initial 2017 SEP IRA contribution before the next update and am considering taking a distribution from my S Corp now that the dust has finally settled on 2016.
As for the non-financial, I'm very pleased to have extended my contract with my largest client! I'm looking forward to having another successful year with such a great customer. :)
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