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Archive for April, 2015

End of March Update

April 1st, 2015 at 05:36 am

Investments lost some money this month, so we are down a little in spite of making contributions.

401ks: $252,528
IRAs: $44,305
Def Compensation: $91,539

Total Retirement: $388,372

Taxable Accounts
SCHB ETF: 2,755
Fidelity: 84,824
Loyal3, TradeKing: $9,963
DRiP/DSPP Plans: $2,275
P2P Lending Accounts: 3,493

Total Taxable: 103,310

Total Investment Balances: $491,682

Total amounts invested this year:

401ks (including match): $4,187
Deferred Comp: $1,443
Schwab ETF Fund: 650
P2P Lending: $885
IRAs: $900
Loyal3, DRiP Plans etc (Taxable): $5,938

Total Invested: $14,002