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.
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