March 2021 Financial Asset Roundup
Here are my current financial assets as of the market close on March 10th, 2021:
Asset | Feb 2021 | Mar 2021 | Change |
|
|
|
|
Checking | 3,151 | 4,441 | 1,290 |
Money Market | 104,300 | 107,402 | 3,102 |
Savings Bonds | 174,753 | 174,967 | 214 |
Treasury Bills | 0 | 0 | 0 |
CDs | 46,511 | 46,615 | 104 |
Brokerage | 215,274 | 232,143 | 16,869 |
401k | 351,969 | 353,282 | 1,313 |
Roth IRA | 226,864 | 224,174 | -2,690 |
SEP IRA | 1,094,589 | 1,071,233 | -23,356 |
529 Savings | 183,119 | 180,847 | -2,272 |
Total Assets | $2,400,530 | $2,395,104 | -$5,426 |
-0.23% |
Even with the passage of a $1.9 trillion Covid-19 stimulus package yesterday, the S&P 500 has pulled back a bit, down 0.28% since the last update:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for February dropped slightly to 6.2%, with a surprising 379,000 jobs added last month. Oil prices continued to climb to the $65 level, which translates to a local regular unleaded gasoline price of $2.57 at my last fill-up.
On the financial front, the Alliant 1.85% APY 12 month CD I opened a year ago will be maturing soon and the 0.50% current rate for the same certificate isn't terribly appealing. I did take a distribution from my S Corp and need to make 2020 Roth IRA contributions for Mrs. Frugalson and myself soon since my 2020 personal tax returns are almost done.
As for the non-financial, it has been a great relief seeing some friends and family getting their second doses of COVID-19 vaccines. It will be amazing if the rest of us can have our turn over the next couple of months as vaccine supplies ramp up.
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