Picking up Nickels

Monday, September 13, 2021

September 2021 Financial Asset Roundup

Here are my current financial assets as of the market close on September 10th, 2021:

Asset Aug 2021 Sep 2021 Change

Checking 4,775 3,562 -1,213
Money Market 121,699 130,618 8,919
Savings Bonds 191,369 191,756 387
Treasury Bills 0 0 0
CDs 31,794 31,887 93
Brokerage 286,450 286,758 308
401k 403,577 410,343 6,766
Roth IRA 251,319 252,951 1,632
SEP IRA 1,160,677 1,170,929 10,252
529 Savings 181,892 182,619 727
Total Assets $2,633,552 $2,661,423 $27,871

The S&P 500 continues to hit all-time highs, rising 0.49% (18.70% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for August fell to 5.2%, with a less-than-expected 235,000 jobs added. Oil prices rose to the $70 level, which translates to a local regular unleaded gasoline price of $2.95 at my last fill-up.

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from August 2021. All of my money moves over the past month were pretty typical things like 401k transactions, a monthly Vanguard VTI brokerage purchase, and a distribution from my S Corp.

For the non-financial, everyone is back to in-person school. The young Frugalsons are attending universities with mask and COVID vaccine mandates, so at least the school administrators are taking the pandemic seriously. It's also lawn season, so I've been working hard on my fall overseeding and fertilization program in between tropical storms. Hopefully the remnants of tropical storms Henri & Ida will be the last of it for the Northeast.


Post a Comment

<< Home