December 2024 Financial Asset Roundup

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

Asset	Nov 2024	Dec 2024	Change
Checking	2,079	3,459	1,380
Money Market	81,518	81,243	-275
Savings Bonds	245,007	245,698	691
Treasurys	100,000	100,000	0
CDs	52,191	52,371	180
Brokerage	574,081	553,079	-21,002
401k	466,238	475,046	8,808
Roth IRA	324,030	328,000	3,970
IRA	1,580,033	1,598,480	18,447
529 Savings	168,541	170,368	1,827
Total Assets	$3,593,718	$3,607,744	$14,026
			0.39 %

The S&P 500 continued to touch all-time highs, breaking the 6,000 barrier and rising 0.85% (+26.52% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for November rose slightly to 4.2%, with a surge of 227,000 new jobs created. Oil prices have been relatively flat at the $69 level (from $68) with that $69 price reflected in a local unleaded regular gasoline price of $2.83 and a heating oil price of $2.90 at my last fill-up.

On the financial front, my assets have again hit an all-time high, surpassing the previous high from November 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 (5.103%) matured and were rolled into new ones at 4.511%. I also had 12 month T-Bills (5.214%) mature and used those funds to add another rung to my fixed income ladder with 5 Year T-Notes (4.197%). It's also noteworthy that my brokerage account balance dropped a bit after Oracle Corporation (ORCL) had a disappointing earnings release this week.

I'm also getting a bit stressed that Christmas is only a couple of weeks away and I still have so much to do. Let's just say that things are getting a bit stressful between medical appointments, things happening around the house, getting ready for the holidays and wrapping up EOY tasks for my business. I'll be glad when everything is done and life can get back to normalish.