November 2019 Financial Asset Roundup
Here are my current financial assets as of the market close on November 11th, 2019:
| Asset | Oct 2019 |
Nov 2019 |
Change |
| Checking | 2,539 | 204 | -2,335 |
| Money Market | 52,937 | 53,746 | 809 |
| Savings Bonds | 160,815 | 161,054 | 239 |
| Treasury Bills | 0 | 0 | 0 |
| CDs | 79,135 | 79,363 | 228 |
| Brokerage | 184,312 | 190,114 | 5,802 |
| 401k | 204,955 | 219,026 | 14,071 |
| Roth IRA | 165,092 | 172,907 | 7,815 |
| SEP IRA | 809,686 | 840,527 | 30,841 |
| 529 Savings | 184,891 | 186,655 | 1,764 |
| |
|
|
|
| Total Assets | $1,844,362 | $1,903,596 | $59,234 |
| |
|
3.21% |
The market has hit all-time highs since the last update, with the S&P 500 rising 5.07% during that time:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for October rose to 3.6%, with 128,000 new jobs created. Oil prices recovered a bit to the $57 level, with a local unleaded regular gasoline price of $2.31 per gallon at my last fill up. Hopefully, signs that recession fears are easing will win the day.
On the financial front, my assets have again hit an all-time high, surpassing the previous high from July 2019. As the year closes out I plan on taking a final 2019 distribution from my S Corp and will adjust my payroll to try to max out my 2019 solo 401k employee contribution.
As for the non-financial, Thanksgiving is close and Christmas/New Year celebrations aren't far behind. I'm so not ready to shovel snow.


