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September 2019 Financial Asset Roundup

Here are my current Financial assets as of the market close on September 10th, 2019:

Asset Aug
Checking 993 683 -310
Money Market 61,931 41,550 -20,381
Savings Bonds 160,224 160,523 299
Treasury Bills 0 0 0
CDs 73,941 89,167 15,226
Brokerage 178,153 184,681 6,528
401k 194,392 203,804 9,412
Roth IRA 161,874 166,638 4,764
SEP IRA 804,205 819,649 15,444
529 Savings 183,223 184,347 1,124

Total Assets $1,818,936 $1,851,042 $32,106

The market has recovered since the last update, with the S&P 500 rising 3.35% during that time:

(chart courtesy of

On the jobs front, the unemployment Rate for August remained at 3.7%, with 130,000 new jobs created. Oil prices are up slightly to the $58 level, with a local unleaded regular gasoline price of $2.45 per gallon at my last fill up. And even though the economy remains strong with unemployment rates near all-time lows, the POTUS is calling for subzero interest rates. Not exactly the best time to be a saver, is it?

On the financial front, I took a distribution from my S Corp to help offset the costs of tuition, quarterly taxes, and the bills from our recent family vacation. I have an Alliant 2.65% APY 12 month CD maturing soon and decided to open an Alliant 2.35% APY 12 month CD in advance of the FOMC meeting next week in case they decide on another rate cut.

As for the non-financial, everyone is back to school and I'm keeping busy between work and my various Fall lawn care projects.

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

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September 2019 Financial Asset Roundup


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