Picking up Nickels

Thursday, June 11, 2015

June 2015 Financial Asset Roundup

Here are my current financial assets as of the market close on June 10th, 2015:

Asset May
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

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. :)