May 2014 Financial Asset Roundup
Here are my current financial assets as of the market close on May 9th, 2014:
Asset | Apr 2014 | May 2014 | Change |
Checking | 6,585 | 3,783 | -2,802 |
Money Market | 50,456 | 47,499 | -2,957 |
Savings Bonds | 82,067 | 92,177 | 10,110 |
Treasury Bills | 0 | 0 | 0 |
CDs | 62,477 | 62,648 | 171 |
Brokerage | 120,249 | 123,884 | 3,635 |
401k | 137,834 | 140,026 | 2,192 |
Roth IRA | 87,884 | 89,526 | 1,642 |
SEP IRA | 433,380 | 445,471 | 12,091 |
529 Savings | 102,812 | 104,960 | 2,148 |
| | | |
Total Assets | $1,083,744 | $1,109,974 | $26,230 |
| | 2.42% |
The S&P 500 has rebounded over the past month, rising 2.48% since the last update:
(chart courtesy of msn.com)
On the jobs front, the unemployment rate for April fell to 6.3% from 6.7% with 288k new jobs added. Oil prices fell slightly from $104 to about $100 over the past month.
On the financial front, my assets have once again surpassed their previous all time high from March, breaking the $1.1M threshold for the first time. I also bought my annual allocation of April 2014 issue Series I savings bonds at treasurydirect.gov and had enough surplus cash in my S Corp to make an initial 2014 SEP IRA contribution.
As for the other stuff, I am pleased to have signed on with my largest customer for another year. They're a great bunch of people who are a pleasure to work with. :) And now that the nice weather is here, it looks like we will be performing some additional upgrades to the Frugalson homestead over the next few months. A new Weber gas grill and a Bosch dishwasher are already on hand and it appears that some new kitchen counter tops are next. Hopefully the upgrades this year will be less painful than the swimming pool/new car/air conditioning fiascoes of 2013.