January 2016 Financial Asset Roundup

Here are my current financial assets as of the market close on January 11th, 2016:

Asset	Dec 2015	Jan 2016	Change
Checking	3,362	1,444	-1,918
Money Market	64,463	74,188	9,725
Savings Bonds	105,741	105,784	43
Treasury Bills	0	0	0
CDs	36,577	36,681	104
Brokerage	120,377	113,049	-7,328
401k	122,712	117,223	-5,489
Roth IRA	103,834	99,546	-4,288
SEP IRA	500,462	479,569	-20,893
529 Savings	126,771	125,796	-975
Total Assets	$1,184,299	$1,153,280	-$31,019
			-2.62%

The S&P 500 has continued a downward trend, falling 4.86% since the last update as worry over a global slowdown took center stage:

(chart courtesy of yahoo.com)

On the jobs front, the unemployment rate for December remained at 5.0%, with a strong 292,000 jobs added. It's interesting that the US economy is currently in a position of strength considering the economic worry overseas. Oil prices have continued to fall to the $31 level, which translated to me paying $1.60 per gallon for heating oil last week (the lowest since April 2004).

On the financial front, I took a final 2015 distribution from my S Corporation and shifted that cash into savings for the time being. I also need to get rolling on 2015 my business tax returns so that I can make my final 2015 SEP IRA contribution.

On the non-financial front, it's time to start gathering information for my 2015 personal and business tax returns as we hunker down during a chilly January in New England. :)