Taxable Accounts:

$7,889.23 - Liquid Savings - 5.05% APY HSBC Savings Account
$12,748.42 - Stocks - Misc. Direct Investments
$4,630.00 - Stocks - Ameritrade Izone
$661.49 - Stocks - Scottrade
$2,510.20 - Bonds - TreasuryDirect

$28,439.34 TOTAL

Retirement Savings:

$11,481.23 - ROTH IRA - Vanguard
$3,168.00 - ROTH IRA - Scottrade
$28,383.56 - 401K - T. Rowe Price

$43,032.79 TOTAL

Debts

$3,674.62 - Student Loan - AES (3.625%)
$8,324.00 - Credit Card BT - Citi (0%)

Summary

Its been a tough month. New home purchase and all the expenses that entails hurt my taxable funds, as well as the freefall of one of my larger stock holdings which I stubornly refused to get out of (and still haven’t).

Monthly Goals

This figures to be a tough month as well. My fiance is in a transition between careers and isn’t going to start her new job until midway through the month, so I will be paying most of the bills this month. We have been slowely integrating our finances together, and I emphasize slowely. Monthly goal right now is just to stay about even with this month.