Taxable Accounts:

$8,862.65 – Liquid Savings – 5.05% APY HSBC Savings Account
$14,081.16 – Stocks – Misc. Direct Investments
$5,814.55 – Stocks – Ameritrade Izone
$3,006.56 – Stocks – Zecco
$2,559.82 – Bonds – TreasuryDirect

$34,324.74 TOTAL

Retirement Savings:

$14,783.11 – ROTH IRA – Vanguard
$2,203.73 – ROTH IRA – Scottrade
$38,379.63 – 401K – T. Rowe Price

$55,366.47 TOTAL

Debts

$3,428.24 – Student Loan – AES (3.625%)
$7,665.00 – Credit Card BT – Discover (0%)
$7,519.00 – Credit Card BT – Citi (0%)

$18,612.24 TOTAL

Housing / Automobiles

$270,017.51 – Mortgage – Countrywide
$339,900.00 – Approximate Home Value
$11,065.00 – Approximate Car Value – Edmunds.com

$80,974.49 – TOTAL (Approximate Equity)

Networth Breakdown

Summary

I’m sure like most of us in the market I got killed on Tuesday with the big crash. I couldn’t bear to see how much my portfolio actually went down monetary wise but it was around 5%. I’m a market optimist though and think it will return to its previous levels. Other than that nothing major either way happened.

Monthly Goals

I didn’t finish last months goal of completing my taxes so that looms this month. The home office deduction I usually take is a mess since of my move and I have to split expenses and earnings between the two properties.

The wedding is also looming dangerously close so I need to build up some extra reserves in the warchest for that.

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