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August 2019 Financial Asset Roundup

Here are my current Financial assets as of the market close on August 12th, 2019:

Asset Jul
Checking 1,243 993 -250
Money Market 56,338 61,931 5,593
Savings Bonds 159,906 160,224 318
Treasury Bills 0 0 0
CDs 73,721 73,941 220
Brokerage 193,483 178,153 -15,330
401k 201,740 194,392 -7,348
Roth IRA 167,802 161,874 -5,928
SEP IRA 822,046 804,205 -17,841
529 Savings 183,624 183,223 -401

Total Assets $1,859,903 $1,818,936 -$40,967

The market has reversed course since the last update, with the S&P 500 falling 3.69% during that time:

(chart courtesy of

On the jobs front, the unemployment Rate for July remained at 3.7%, with 164,000 new jobs created. Oil prices have fallen to the $54 level, with a local unleaded regular gasoline price of $2.49 per gallon at my last fill up. The ill-advised trade war with China is going swimmingly as expected and the FOMC reacted by cutting the federal funds rate for the first time in more than a decade.

On the financial front, it has been relatively quiet except for a recent distribution from my S Corp. I have a college tuition payment due shortly for the eldest Frugalson child, so that cash won't sit idle for long. With the continuing interest rate uncertainty and market volatility, I don't anticipate any notable financial moves in the near future.

As for the non-financial, we enjoyed a week of family vacation and are trying to make the most out of the last few weeks of summer. School is coming!

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

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August 2019 Financial Asset Roundup


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