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March 2021 Financial Asset Roundup

Here are my current Financial assets as of the market close on March 10th, 2021:

Asset Feb 2021 Mar 2021 Change




Checking 3,151 4,441 1,290
Money Market 104,300 107,402 3,102
Savings Bonds 174,753 174,967 214
Treasury Bills 0 0 0
CDs 46,511 46,615 104
Brokerage 215,274 232,143 16,869
401k 351,969 353,282 1,313
Roth IRA 226,864 224,174 -2,690
SEP IRA 1,094,589 1,071,233 -23,356
529 Savings 183,119 180,847 -2,272
Total Assets $2,400,530 $2,395,104 -$5,426
      -0.23%

Even with the passage of a $1.9 trillion Covid-19 stimulus package yesterday, the S&P 500 has pulled back a bit, down 0.28% since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for February dropped slightly to 6.2%, with a surprising 379,000 jobs added last month. Oil prices continued to climb to the $65 level, which translates to a local regular unleaded gasoline price of $2.57 at my last fill-up.

On the financial front, the Alliant 1.85% APY 12 month CD I opened a year ago will be maturing soon and the 0.50% current rate for the same certificate isn't terribly appealing. I did take a distribution from my S Corp and need to make 2020 Roth Ira contributions for Mrs. Frugalson and myself soon since my 2020 personal tax returns are almost done.

As for the non-financial, it has been a great relief seeing some friends and family getting their second doses of COVID-19 vaccines. It will be amazing if the rest of us can have our turn over the next couple of months as vaccine supplies ramp up.



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

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March 2021 Financial Asset Roundup

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