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February 2016 Financial Asset Roundup

Here are my current Financial assets as of the market close on February 10th, 2016:

Asset Jan
Checking 1,444 2,064 620
Money Market 74,188 62,817 -11,371
Savings Bonds 105,784 105,798 14
Treasury Bills 0 0 0
CDs 36,681 48,792 12,111
Brokerage 113,049 112,511 -538
401k 117,223 112,632 -4,591
Roth IRA 99,546 96,110 -3,436
SEP IRA 479,569 461,365 -18,204
529 Savings 125,796 125,774 -22

Total Assets $1,153,280 $1,127,863 -$25,417

The S&P 500 is down for the third update in a row, falling 3.73% over the past month:

(chart courtesy of

On the jobs front, the unemployment rate for January fell to 4.9% (the lowest since February 2008), with "only" 151,000 jobs added. Oil prices have continued to slide to the $26 level, which is remarkable considering that the prices has fallen by half over each of the past two years (remember $100 oil in February 2014?).

On the financial front, I opened a Penfed 1.51% APY 15 month CD during the seven day window that Penfed offered them in January. I don't recall Penfed ever taking an attractive CD offer off the table so quickly before, so I would guess that the demand for it was quite high. I'm also about ready to wrap up my 2015 my business tax returns so that I can get that final 2015 Sep Ira contribution taken care of.

On the non-financial front, we've actually hit the point of the winter where it's still light outside at 5 PM. It'll be time to change the clocks next month when DST kicks in, so hopefully the cold and snowy Northeast winter will be behind us soon enough.

This post first appeared on Picking Up Nickels, please read the originial post: here

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February 2016 Financial Asset Roundup


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