October 2019 Financial Asset Roundup
Here are my current financial assets as of the market close on October 10th, 2019:
Asset | Sep 2019 |
Oct 2019 |
Change |
Checking | 683 | 2,539 | 1,856 |
Money Market | 41,550 | 52,937 | 11,387 |
Savings Bonds | 160,523 | 160,815 | 292 |
Treasury Bills | 0 | 0 | 0 |
CDs | 89,167 | 79,135 | -10,032 |
Brokerage | 184,681 | 184,312 | -369 |
401k | 203,804 | 204,955 | 1,151 |
Roth IRA | 166,638 | 165,092 | -1,546 |
SEP IRA | 819,649 | 809,686 | -9,963 |
529 Savings | 184,347 | 184,891 | 544 |
|
|
|
|
Total Assets | $1,851,042 | $1,844,362 | -$6,680 |
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-0.36% |
The market has dropped a bit since the last update, with the S&P 500 falling 1.38% during that time:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for September fell to 3.5% (the lowest since 1969), with 136,000 new jobs created. Oil prices dropped a bit to the $54 level, with a local unleaded regular gasoline price of $2.39 per gallon at my last fill up. Unfortunately, any good news on the economy is overshadowed by the impeachment inquiry launched against President Trump.
On the financial front, my only move of note was taking a distribution from my S Corp. The September 2019 Consumer Price Index (CPI-U) numbers were also released this week, so I'll have to find some time to talk about the implications for I Bond purchases.
As for the rest, I'll have two college students in the house next year and have been up to my eyeballs in FAFSA and CSS Profile financial aid forms. Yay scholarships!
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