Picking up Nickels

Tuesday, April 11, 2017

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
   
 
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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