Picking up Nickels

Tuesday, March 13, 2018

March 2018 Financial Asset Roundup

Here are my current financial assets as of the market close on March 12th, 2018:

Asset Feb
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

Total Assets $1,603,863 $1,665,338 $61,475

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. :(