Here are my current financial assets as of the market close on July 12th, 2021:
| Asset | Jun 2021 | Jul 2021 | Change |
| |
|
|
|
| Checking | 4,168 | 3,798 | -370 |
| Money Market | 116,827 | 139,303 | 22,476 |
| Savings Bonds | 190,730 | 191,019 | 289 |
| Treasury Bills | 0 | 0 | 0 |
| CDs | 31,612 | 31,701 | 89 |
| Brokerage | 262,522 | 276,066 | 13,544 |
| 401k | 392,884 | 398,370 | 5,486 |
| Roth IRA | 247,517 | 250,073 | 2,556 |
| SEP IRA | 1,129,412 | 1,152,921 | 23,509 |
| 529 Savings | 182,029 | 181,422 | -607 |
| Total Assets | $2,557,701 | $2,624,673 | $66,972 |
| 2.62% |
The S&P 500 has continued to approach all-time highs, rising 3.43% (16.73% YTD) since the last update:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment rate for June rose to 5.9%, with 850,000 jobs added (the Largest Monthly Gain since August 2020). Oil prices continued to climb to the $74 level, which translates to a local regular unleaded gasoline price of $2.92 at my last fill-up. Inflation is also currently running a bit hot, with the CPI-U up 0.93% in June (the largest monthly gain in thirteen years).
On the financial front, my assets have once again hit an all-time high, surpassing the previous high from June 2021. My only money move of note was taking a distribution from my S Corp in early July.
As for the non-financial, COVID-19 cases in the New England region continue to look good due to strong vaccination rates and we're actually on track to have a somewhat normal summer vacation this year, which is quite a change from 2020. I also have an agreement in place to get our house painted, which will hopefully happen soon once it finally stops raining around here. Good times.
