March 2024 Financial Asset Roundup

Here are my current financial assets as of the market close on March 11th, 2024:

Asset	Feb 2024	Mar 2024	Change
Checking	2,748	4,974	2,226
Money Market	60,591	65,233	4,642
Savings Bonds	235,979	236,751	772
Treasurys	90,000	90,000	0
CDs	51,018	51,184	166
Brokerage	398,308	396,908	-1,400
401k	352,962	365,734	12,772
Roth IRA	277,427	284,416	6,989
IRA	1,401,769	1,429,404	27,635
529 Savings	173,572	175,352	1,780
Total Assets	$3,044,374	$3,099,956	$55,582
			1.83 %

The S&P 500 has continued to reach all-time highs, rising 1.91% (+7.30% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for February rose to 3.9%, with a stronger-than-expected 275,000 new jobs added. Oil prices rose slightly to the $78 level (from $77), while gasoline prices are starting their usual seasonal price increase. The $78 price translates to a local unleaded regular gasoline price of $3.09 at my last fill-up.

On the financial front, my assets have again hit an all-time high, surpassing the previous high from February 2024! I did the usual Fidelity 401k transaction (FSKAX) and Vanguard VTI purchase in my taxable brokerage account. My 13 week T-Bills (5.409%) matured and were rolled into new ones at 5.384%. I also took a distribution from my S Corp and next month I am planning on redeeming my November 2016 I Bonds with a 0% fixed rate and replacing them with April 2024 I bonds with a 1.3% fixed rate. I also have a Alliant 5.00% APY 12 month CD maturing in early April and am considering proactively replacing that with the current Alliant 17 month @ 5.40% APY CD deal before the end of March.

As for the non-financial, my 2023 business tax returns are done and my personal returns are in progress. It's always a relief when all of that work is done. On the plus side, I'm looking forward to the later sunsets, warmer weather, and spending a nice Easter holiday with family.