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October 2018 Financial Asset Roundup

Here are my current Financial assets as of the market close on October 10th, 2018:

Asset Sep
Checking 1,198 275 -923
Money Market 66,893 48,484 -18,409
Savings Bonds 155,168 155,493 325
Treasury Bills 5,000 6,000 1,000
CDs 29,695 39,806 10,111
Brokerage 163,709 159,074 -4,635
401k 170,782 167,894 -2,888
Roth IRA 155,158 150,469 -4,689
SEP IRA 789,634 756,094 -33,540
529 Savings 176,470 174,454 -2,016

Total Assets $1,713,707 $1,658,043 -$55,664

(chart courtesy of

On the jobs front, the unemployment rate for September fell to 3.7%, the lowest since December 1969. Oil prices have climbed a bit to the $72 level (up from $67). And for the second month in a row, we have a hurricane (Hurricane Michael) hitting the continental US. Once again, my best to everyone impacted by this huge storm.

On the financial front, I continued to flirt with 28 day T-Bills by putting some money into bills with an investment rate of 2.138%. To mix thing up a bit, I also put some cash into a Alliant 2.65% APY 12 month CD (my first non-Penfed CD in years). I'm also about due for another equity distribution from my S Corp, which I might use to dabble in T-Bills a bit more.

As for the non-financial, the weather has been cooling off and everyone is busy with work and school. Oh, and my lawn is looking good as my hard work has paid off. :)

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

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October 2018 Financial Asset Roundup


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