November 2024 Financial Asset Roundup

Here are my current financial assets as of the market close on November 12th, 2024:

Asset	Oct 2024	Nov 2024	Change
Checking	2,871	2,079	-792
Money Market	78,536	81,518	2,982
Savings Bonds	244,314	245,007	693
Treasurys	100,000	100,000	0
CDs	52,005	52,191	186
Brokerage	538,638	574,081	35,443
401k	442,853	466,238	23,385
Roth IRA	321,722	324,030	2,308
IRA	1,552,757	1,580,033	27,276
529 Savings	169,363	168,541	-822
Total Assets	$3,503,059	$3,593,718	$90,659
			2.59 %

The S&P 500 continued a strong run, rising 3.53% (+25.45% YTD) as it hit all-time highs since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for October remained at 4.1%, with only 12,000 new jobs created as hurricanes and labor strikes provided a temporary drag on the job market. Oil prices fell to the $68 level (from $75) with that $68 price reflected in a local unleaded regular gasoline price of $2.94 at my last fill-up.

On the financial front, my assets have again hit an all-time high, surpassing the previous high from October 2024! I did the usual Fidelity 401k transaction (FSKAX) and Vanguard VTI purchase in my taxable brokerage account. I also took an S Corp distribution and my 13 week T-Bills (5.212%) matured and were rolled into new ones at 4.553%. There was also an unusual move for me, where I bought some 5 year TIPS in my IRA at the Treasury auction last month with a real yield to maturity of 1.670%.

And to wrap up, I am soooo glad that the 2024 presidential election is over. I certainly won't miss the attack ads and hope the worst of the political rhetoric is behind us. I wish the new President-elect the best of luck, but I'm certainly concerned that the economic proposals he ran on (tariffs, trade wars, protectionism) will impact the great run the economy has been on for the past two years (fingers crossed).