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September 2021 Financial Asset Roundup

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

Asset Aug 2021 Sep 2021 Change




Checking 4,775 3,562 -1,213
Money Market 121,699 130,618 8,919
Savings Bonds 191,369 191,756 387
Treasury Bills 0 0 0
CDs 31,794 31,887 93
Brokerage 286,450 286,758 308
401k 403,577 410,343 6,766
Roth IRA 251,319 252,951 1,632
SEP IRA 1,160,677 1,170,929 10,252
529 Savings 181,892 182,619 727
Total Assets $2,633,552 $2,661,423 $27,871
      1.06%

The S&P 500 continues to hit all-time highs, rising 0.49% (18.70% YTD) since the last update:

(chart courtesy of nasdaq.com)

On the jobs front, the unemployment rate for August fell to 5.2%, with a less-than-expected 235,000 jobs added. Oil prices rose to the $70 level, which translates to a local regular unleaded gasoline price of $2.95 at my last fill-up.

On the financial front, my assets have once again hit an all-time high, surpassing the previous high from August 2021. All of my money moves over the past month were pretty typical things like 401k transactions, a monthly Vanguard VTI brokerage purchase, and a distribution from my S Corp.



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

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September 2021 Financial Asset Roundup

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