Taxable Accounts:

$8,799.41 – Liquid Savings – 5.05% APY HSBC Savings Account
$15,380.75 – Stocks – Misc. Direct Investments
$5,659.35 – Stocks – Ameritrade Izone
$2,883.03 – Stocks – Zecco
$2,605.46 – Bonds – TreasuryDirect

$35,328.00 TOTAL

Retirement Savings:

$16,496.58 – ROTH IRA – Vanguard
$1,492.28 – ROTH IRA – Scottrade
$47,853.92 – 401K – T. Rowe Price

$65,842.78 TOTAL

Debts

$3,220.43 – Student Loan – AES (3.625%)
$6,658.00 – Credit Card BT – Discover (0%)
$7,110.00 – Credit Card BT – Citi (0%)

$16,988.43 TOTAL

Housing / Automobiles

$267,779.86 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$10,774.00 – Approximate Car Value – Edmunds.com

$82,894.14 – TOTAL (Approximate Equity)

Networth Breakdown

Summary

My first down net worth month in quite a while. The bloodbath in the stock market certainly didn’t help, it looked like I was going to crack $50k in my 401k for the first time this month but then that happened.

Unfortunately my cash was also a bit depleted so I couldn’t put any money into the market during the downslide. Something I’m hoping to work on.

Monthly Goals

This is going to be another tough month. I have to pay our homeowners insurance and our school taxes are coming next month which makes me cringe. Hopefully the stock market can rebound for my lack of savings recently.

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