Picking up Nickels

Wednesday, December 11, 2019

December 2019 Financial Asset Roundup

Here are my current financial assets as of the market close on December 10th, 2019:


Asset Nov
2019
Dec
2019
Change
Checking 204 202 -2
Money Market 53,746 59,485 5,739
Savings Bonds 161,054 161,287 233
Treasury Bills 0 0 0
CDs 79,363 79,586 223
Brokerage 190,114 189,583 -531
401k 219,026 223,758 4,732
Roth IRA 172,907 174,817 1,910
SEP IRA 840,527 854,618 14,091
529 Savings 186,655 188,129 1,474



Total Assets $1,903,596 $1,931,465 $27,869
   
 
1.46%


The market has continued to hit all-time highs since the last update, with the S&P 500 rising 1.47% during that time:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for November fell to 3.5%, with a strong 266,000 new jobs created. Oil prices are up a bit to the $59 level, with a steady local unleaded regular gasoline price of $2.31 per gallon at my last fill up.

On the financial front, my assets have again hit an all-time high, surpassing the previous high from November 2019. I did take an additional distribution from my S Corp and have taken steps to max out my 2019 solo 401k employee contribution as I wrap up the 2019 tax year.

As for the non-financial, Christmas is just a couple of weeks away. I'm looking forward to enjoying a little time off with friends and family.