Picking up Nickels

Tuesday, July 11, 2017

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



Total Assets $1,473,172 $1,486,573 $13,401
   
 
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?

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