Picking up Nickels

Friday, October 11, 2019

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
   
 
-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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