Here are my current financial assets as of the Market close on December 11th, 2017:
| Asset | Nov 2017 |
Dec 2017 |
Change |
| Checking | 810 | 862 | 52 |
| Money Market | 65,141 | 64,358 | -783 |
| Savings Bonds | 137,283 | 137,560 | 277 |
| Treasury Bills | 0 | 0 | 0 |
| CDs | 41,788 | 41,901 | 113 |
| Brokerage | 156,473 | 160,799 | 4,326 |
| 401k | 163,693 | 164,119 | 426 |
| Roth IRA | 141,324 | 144,239 | 2,915 |
| SEP IRA | 691,824 | 715,362 | 23,538 |
| 529 Savings | 167,918 | 170,066 | 2,148 |
| |
|
|
|
| Total Assets | $1,566,254 | $1,599,266 | $33,012 |
| |
|
2.11% |
As is the recent norm, the S&P 500 continues to hit all time highs since the last update, rising 2.92% during that time:
(chart courtesy of google.com)
On the financial front, my asset levels have reached an all-time high for the THIRTEENTH month in a row, breaking the previous high from November 2017. I did make an additional 2017 Sep Ira contribution since the last update and I will likely take a final distribution from my S Corp now that my 2017 revenue numbers are pretty much finalized. And if anyone hasn't done so already, this month would be a great time to max out a 2017 I Bond purchase. :)
As for the non-financial, my eldest child has already received a college acceptance (hopefully the first of many)! It's hard to believe that little baby I could hold in one hand almost eighteen years ago is on the cusp of becoming an adult and starting college. I can't believe how quickly that time seemed to pass. Merry Christmas and Happy Holidays to all!
