Model Portfolios | December Update

S&P 500 6849.09 | 10-Year UST Yield 4.02% | November 30, 2025

Dec 1

99

4

November 2025

Treasuries, CDs, and Munis | November Update

CDs with rates above 4% are still available.

Nov 17

36

2

Model Portfolios | November Update

S&P 500 6840.20 | 10-Year UST Yield 4.08% | November 1, 2025

Nov 1

82

5

October 2025

Model Portfolios | October Update

S&P 500 6688.46 | 10-Year UST Yield 4.15% | September 30, 2025

Oct 1

84

9

August 2025

Model Portfolios | September Update

S&P 500 6460.26 | 10-Year UST Yield 4.23% | September 1, 2025

Aug 30

119

7

Model Portfolios | August Update

S&P 500 6339.39 | 10-Year UST Yield 4.37% | July 31, 2025

Aug 1

88

11

July 2025

Treasuries, CDs, and Munis | July Update

CD Rates above 4% remain available with maturities from 3 months to 5 years.

Jul 13

33

3

Model Portfolios | July Update

S&P 500 6204.95 | 10-Year UST Yield 4.23% | June 30, 2025

Jul 1

82

11

June 2025

Model Portfolios | June Update

S&P 500 5911.69 | 10-Year UST Yield 4.41% | June 1, 2025

Jun 1

101

7

May 2025

Model Portfolios | May Update

S&P 500 5569.06 | 10-Year UST Yield 4.17% | April 30, 2025

May 1

106

18

April 2025

Special Subscriber Message

April 6, 2025 | S&P 500: 5074.08

Apr 6

310

26

Model Portfolios | April Update

S&P 500 5611.85 :: 10-Year UST Yield 4.22% :: March 31, 2025

Apr 1

89

12