Here are my current financial assets as of the market close on April 11th, 2022:
| Asset | Mar 2022 | Apr 2022 | Change |
| |
|
|
|
| Checking | 2,455 | 3,479 | 1,024 |
| Money Market | 121,912 | 124,878 | 2,966 |
| Savings Bonds | 205,736 | 206,628 | 892 |
| Treasury Bills | 0 | 0 | 0 |
| CDs | 42,456 | 42,560 | 104 |
| Brokerage | 261,745 | 271,210 | 9,465 |
| 401k | 395,030 | 411,228 | 16,198 |
| Roth IRA | 239,723 | 245,031 | 5,308 |
| SEP IRA | 1,109,543 | 1,110,568 | 1,025 |
| 529 Savings | 171,546 | 168,949 | -2,597 |
| Total Assets | $2,550,146 | $2,584,531 | $34,385 |
| 1.35% |
The S&P 500 has bounced back a bit, rising 3.59% (-7.42% YTD) since the last update:
(chart courtesy of nasdaq.com)
On the jobs front, the unemployment Rate for March fell to a new pandemic low of 3.6%, with 431,000 new jobs added. The Federal Reserve announced the first rate hike since 2018, with more to follow in the coming months. Oil prices pulled back to the $98 level (from $107), which translates to a local regular unleaded gasoline price of $3.91 at my last fill-up.
On the financial front, I did the usual 401k transactions and a Vanguard VTI brokerage purchase. I've also been keeping an eye on Penfed's CD rates, which have been showing signs of life lately with the increase in inflation/interest rates. Today is also the day that the March 2022 CPI-U numbers come out, so I'll have to follow up with the impact on Series I Savings Bonds as well.
As for the non-financial, I'm still waiting on my CPA to make the final updates to my 2021 personal tax returns as the filing deadline approaches. It's always a good feeling when I can put that behind me and focus on the current year. :)
