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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