Financial Updates

I've assembled all of my financial updates by month and/or year in this one convenient collection for easier navigation. Each monthly update includes a screenshot of my assets in Personal Capital.


NOTE: When calculating my net worth, I only report my assets, which include a 401k, Rollover IRA, Roth IRA, Brokerage account at Vanguard, and 2 high-yield savings accounts (HYSA). I have several credit cards but I almost never include them because 1) I try to pay off the balance(s) at the end of the month, and 2) I usually keep low balance(s). I do not own a home or any property, nor do I include my vehicles, because I don't consider them assets.

2016

2015

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