Picking up Nickels

Tuesday, September 12, 2017

September 2017 Financial Asset Roundup

Here are my current financial assets as of the market close on September 11th, 2017:


Asset Aug
2017
Sep
2017
Change
Checking 5,632 832 -4,800
Money Market 69,456 69,541 85
Savings Bonds 136,420 136,721 301
Treasury Bills 0 0 0
CDs 41,442 41,558 116
Brokerage 153,181 160,442 7,261
401k 156,497 159,792 3,295
Roth IRA 135,335 136,948 1,613
SEP IRA 654,407 661,119 6,712
529 Savings 162,075 164,194 2,119



Total Assets $1,514,445 $1,531,147 $16,702
   
 
1.10%


The S&P 500 has continued to climb since the last update, rising 0.57% during that time:

(chart courtesy of google.com)

On the jobs front, the unemployment rate for August inched up to 4.4%, as "only" 156,000 new jobs created. Oil prices have actually fallen a bit to the $48 level, although gas prices around here spiked about 40ยข per gallon last week due to several Houston-area oil refineries being knocked offline by Hurricane Harvey.

On the financial front, my asset levels have reached an all-time high for the TENTH month in a row, breaking the previous high from August 2017. As for money moves, I intend to make an additional 2017 SEP IRA employer contribution later this month after some of my client invoices have been paid.

As for the non-financial, my kids have returned to school and my oldest will start the college application process shortly. One year from now we should see a bit of shrinkage in that 529 Plan balance that's been growing since I started this blog. I've also been working on a small side project to build a lawn striper similar to a commercial one I saw reviewed in a YouTube video. I've been toying with the idea of writing up a detailed build here with the hope that it may help someone else. Hopefully I'll be able to get to that soon. :D

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