September 2019 Financial Asset Roundup
Here are my current financial assets as of the market close on September 10th, 2019:
Asset | Aug 2019 |
Sep 2019 |
Change |
Checking | 993 | 683 | -310 |
Money Market | 61,931 | 41,550 | -20,381 |
Savings Bonds | 160,224 | 160,523 | 299 |
Treasury Bills | 0 | 0 | 0 |
CDs | 73,941 | 89,167 | 15,226 |
Brokerage | 178,153 | 184,681 | 6,528 |
401k | 194,392 | 203,804 | 9,412 |
Roth IRA | 161,874 | 166,638 | 4,764 |
SEP IRA | 804,205 | 819,649 | 15,444 |
529 Savings | 183,223 | 184,347 | 1,124 |
|
|
|
|
Total Assets | $1,818,936 | $1,851,042 | $32,106 |
|
|
1.77% |
The market has recovered since the last update, with the S&P 500 rising 3.35% during that time:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for August remained at 3.7%, with 130,000 new jobs created. Oil prices are up slightly to the $58 level, with a local unleaded regular gasoline price of $2.45 per gallon at my last fill up. And even though the economy remains strong with unemployment rates near all-time lows, the POTUS is calling for subzero interest rates. Not exactly the best time to be a saver, is it?
On the financial front, I took a distribution from my S Corp to help offset the costs of tuition, quarterly taxes, and the bills from our recent family vacation. I have an Alliant 2.65% APY 12 month CD maturing soon and decided to open an Alliant 2.35% APY 12 month CD in advance of the FOMC meeting next week in case they decide on another rate cut.
As for the non-financial, everyone is back to school and I'm keeping busy between work and my various Fall lawn care projects.
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