May 2021 Financial Asset Roundup

Here are my current financial assets as of the market close on May 11th, 2021:

Asset	Apr 2021	May 2021	Change
Checking	2,908	6,671	3,763
Money Market	115,494	117,899	2,405
Savings Bonds	175,188	180,445	5,257
Treasury Bills	0	0	0
CDs	31,430	31,519	89
Brokerage	245,828	249,615	3,787
401k	368,669	376,449	7,780
Roth IRA	238,934	240,628	1,694
SEP IRA	1,100,369	1,103,963	3,594
529 Savings	181,902	180,124	-1,778
Total Assets	$2,460,722	$2,487,313	$26,591
			1.08%

The S&P 500 has been a bit choppy of late, rising 0.58% since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for April rose to 6.1%, with a disappointing 266,000 jobs added. Oil prices climbed to the $66 level, which translates to a local regular unleaded gasoline price of $2.69 at my last fill-up. Of course, gasoline prices are already heading higher due to supply issues from the ransomware attack on the Colonial Pipeline.

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from April 2021. The only money move of note was receiving our 2021 federal tax refund (cash and April 2021 issue paper Series I savings bonds) along with an American Rescue Plan Act stimulus payment that we qualified for due to reduced income in 2020. I'm also planning on maxing out an I bond purchase at treasurydirect.gov by the end of the month to take advantage of the attractive 3.54% rate.

As for the non-financial, I'm still on a high since everyone in the Frugalson household is fully vaccinated. The COVID-19 infection rates in our area are improving weekly and it seems like we're begging to see some light at the end of the tunnel. :)