One might notice some jumps in each category. That's just the result of moving a bunch of funds around for the new year 2020.
I went ahead and did a lump max contribution to the new Fidelity HSA, and will spend down the Lively HSA as needed until it reaches a zero balance, which hopefully won't be too quickly.
I also moved another chunk to the Brokerage and started up a 26-week T-bill. Nothing too fancy as the yield curve is still inverted so I'm a little wary of taking further risk at the moment. Roth IRA was already doing pretty well until this past week when stocks started going the other direction. SEP IRA is still sitting in a Money Market fund so in all that keeps the AA around the 50% mark for the moment.
I recalibrated all personal property items and reduced the total a bit as depreciation has taken hold of a few things. Thankfully the car still seems to be holding steady, even as mileage increases.
My wish list for this year is already growing but I'm trying to pace spending accordingly. Wants vs needs is a real thing! Will I be able to hold back? That's the goal! |