March 2018 Financial Asset Roundup
Here are my current financial assets as of the market close on March 12th, 2018:
Asset | Feb 2018 |
Mar 2018 |
Change |
Checking | 576 | 366 | -210 |
Money Market | 61,208 | 53,626 | -7,582 |
Savings Bonds | 148,086 | 148,363 | 277 |
Treasury Bills | 0 | 0 | 0 |
CDs | 42,137 | 42,244 | 107 |
Brokerage | 156,823 | 168,360 | 11,537 |
401k | 166,226 | 170,799 | 4,573 |
Roth IRA | 144,552 | 155,871 | 11,319 |
SEP IRA | 713,238 | 751,588 | 38,350 |
529 Savings | 171,017 | 174,121 | 3,104 |
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Total Assets | $1,603,863 | $1,665,338 | $61,475 |
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3.83% |
Last month was apparently an outlier, with the S&P 500 once again approaching new highs since the last update, rising 4.78% during that time:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for February remained steady at 4.1% for the fifth month in a row, with a stronger than expected 313,000 jobs created. Oil prices were up slightly to the $61 level (up from $59).
On the financial front, my assets once again reached an all-time high, breaking the previous high from January 2018. I also made my final 2017 SEP IRA contribution and a Roth IRA contribution, but still need to finalize my 2017 personal tax returns. I've also been looking into changing my S Corp SEP IRA retirement plan to a Fidelity Solo 401k, but haven't made a final decision at this point.
As for the non-financial, we've recently suffered a great loss in the family as Grandpa Frugalson (my Dad) passed away unexpectedly. I suppose it would make sense to do a "Considerations when a parent dies" post at some point, but I'm just not there yet. :(