June 2015 Financial Asset Roundup
Here are my current financial assets as of the market close on June 10th, 2015:
Asset | May 2015 | Jun 2015 | Change |
Checking | 1,526 | 1,358 | -168 |
Money Market | 63,565 | 61,114 | -2,451 |
Savings Bonds | 94,969 | 95,111 | 142 |
Treasury Bills | 0 | 0 | 0 |
CDs | 45,933 | 46,045 | 112 |
Brokerage | 138,232 | 138,569 | 337 |
401k | 143,888 | 141,507 | -2,381 |
Roth IRA | 105,245 | 104,988 | -257 |
SEP IRA | 516,345 | 518,418 | 2,073 |
529 Savings | 122,599 | 123,125 | 526 |
| | | |
Total Assets | $1,232,302 | $1,230,235 | -$2,067 |
| | -0.17% |
The S&P 500 continued to be relatively unchanged, falling 0.01% since the last update:
(chart courtesy of yahoo.com)
On the jobs front, the unemployment rate for May rose slightly to 5.5% with 280,000 new jobs created for the month and more than 1 million created so far in 2015. Oil prices were also flat as they hovered around the $60 level.
On the financial front, I have made no significant moves of note over the past month. I will likely be taking an additional distribution from my S Corporation before the next monthly update, but those funds will likely be used to offset the cost of having my house painted at some point this summer.
As for the non-financial, the next major event will be the young Frugalsons finishing their current school year in a couple of weeks. Hopefully they will make good use of their free time and enjoy themselves, because the real world will be upon them before they know it. :)