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)
Related Articles
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.