June 2021 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2021:

Asset	May 2021	Jun 2021	Change
Checking	6,671	4,168	-2,503
Money Market	117,899	116,827	-1,072
Savings Bonds	180,445	190,730	10,285
Treasury Bills	0	0	0
CDs	31,519	31,612	93
Brokerage	249,615	262,522	12,907
401k	376,449	392,884	16,435
Roth IRA	240,628	247,517	6,889
SEP IRA	1,103,963	1,129,412	25,449
529 Savings	180,124	182,029	1,905
Total Assets	$2,487,313	$2,557,701	$70,388
			2.83%

The S&P 500 has been climbing steadily over the past month, rising 2.10% (14.48% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for May fell to 5.8%, with a lower-than-expected 559,000 jobs added. Oil prices continued to climb to the $70 level, which translates to a local regular unleaded gasoline price of $2.81 at my last fill-up.

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from May 2021. My only money move of note was maxing out an I bond purchase (3.54% composite rate) late last month at treasurydirect.gov.

As for the non-financial, we continue to see COVID-19 infection rates in our area decline as vaccinations increase and restrictions continue to be lifted. It's certainly quite a change to see unmasked people at grocery stores and restaurants as things continue to trend toward "normal". I'm also starting to work on finding a contractor to paint Casa de Frugalson this year. One contractor we've used before is already booked through the end of 2021 and another that painted a family member's house a few years ago doesn't seem to want or need the work due to the shockingly high quote we received. I'm sure that people all over the country are finding themselves in a similar position.