July 2017 Financial Asset Roundup
Here are my current financial assets as of the market close on July 10th, 2017:
Asset | Jun 2017 |
Jul 2017 |
Change |
Checking | 2,606 | 6,256 | 3,650 |
Money Market | 63,105 | 63,323 | 218 |
Savings Bonds | 135,847 | 136,107 | 260 |
Treasury Bills | 0 | 0 | 0 |
CDs | 41,215 | 41,327 | 112 |
Brokerage | 143,285 | 152,782 | 9,497 |
401k | 150,536 | 150,478 | -58 |
Roth IRA | 132,389 | 132,402 | 13 |
SEP IRA | 645,805 | 644,800 | -1,005 |
529 Savings | 158,384 | 159,098 | 714 |
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Total Assets | $1,473,172 | $1,486,573 | $13,401 |
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0.91 % |
The S&P 500 has been relatively flat since the last update, down slightly 0.08% during that time:
(chart courtesy of google.com)
On the jobs front, the unemployment rate for June rose to 4.4%, with a strong number of jobs (222,000) created. Oil prices have continued to fall to the current $44 level, which corresponds to several local gas stations selling regular unleaded for $2.09.
On the financial front, my asset levels have reached an all-time high for the EIGHTH month in a row, breaking the previous high from June 2017. As for money moves, the only potential transaction on my radar screen is a possible S Corp distribution later this month.
As for the non-financial, we're enjoying the warm summer weather and are planning a brief vacation later this month. We're also at the point where my eldest child has started looking at colleges. Where does the time go?