Picking up Nickels

Tuesday, June 12, 2018

June 2018 Financial Asset Roundup

Here are my current financial assets as of the market close on June 11th, 2018:

Asset May
Checking 954 407 -547
Money Market 59,351 56,940 -2,411
Savings Bonds 153,860 154,179 319
Treasury Bills 0 0 0
CDs 42,478 42,598 120
Brokerage 155,277 159,460 4,183
401k 176,709 176,656 -53
Roth IRA 153,890 155,591 1,701
SEP IRA 743,198 762,361 19,163
529 Savings 175,463 176,657 1,194

Total Assets $1,661,180 $1,684,849 $23,669

Mr. Market has continued his run since the last update, with the S&P 500 rising 1.42% during that time:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for May fell to 3.8% with a better-than-expected 223,000 jobs created, the lowest rate since April 2000. Oil prices have fallen back to the $66 level (down from $71), although all things economic are very much up in the air with the POTUS starting trade wars and threatening our closest allies.

On the financial front, my assets have once again hit another all-time high, breaking the previous high from March 2018. The only upcoming money move of note will be taking a distribution from my S Corp later this month, so I should slide into the month of July pretty quietly.

As for the non-financial, the oldest of the Frugalson children recently graduated from high school and things are getting real as we prepare to attend our first college orientation. We should also start to see the 529 college savings account balance shrink a bit when the first tuition payment is due over the next couple of months, which seems a bit weird after contributing to it for eighteen years.