June 2024 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2024:

Asset	May 2024	Jun 2024	Change
Checking	2,984	1,299	-1,685
Money Market	66,878	75,979	9,101
Savings Bonds	240,434	241,199	765
Treasurys	90,000	90,000	0
CDs	50,957	51,138	181
Brokerage	406,390	426,353	19,963
401k	381,078	393,495	12,417
Roth IRA	297,224	301,344	4,120
IRA	1,442,706	1,458,881	16,175
529 Savings	175,352	176,539	1,187
Total Assets	$3,154,003	$3,216,227	$62,224
			1.97 %

The S&P 500 has hit another all-time high, rising 2.64% (+12.39% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for May rose to 4.0%, the first time it's hit 4% since January 2022. A hotter than expected 272,000 new jobs were added, which may not be great news for interest rate cuts and cooling inflation data. Oil prices fell to the $77 level (from $79) despite OPEC+ extending production cuts. The $77 price translates to a local unleaded regular gasoline price of $3.29 at my last fill-up.

On the financial front, my assets have again hit an all-time high, surpassing the previous high from May 2024! I did the usual Fidelity 401k transaction (FSKAX) and Vanguard VTI purchase in my taxable brokerage account. My 13 week T-Bills (5.384%) matured and were rolled into new ones at 5.395%. I also took a distribution from my S Corp and made my initial Form 5500-EZ filing for my Solo 401k since my asset level at the end of 2023 hit $250k for the first time.

As for the non-financial, the school year is almost over and we're ready to enjoy the nice weather and a summer family vacation. It's interesting that our adult children still want to go on vacation with us, considering how lame I thought my parents were when I was their age. I guess paying for a nice hotel and good restaurants make enough of a difference these days. :)