Model Portfolios | September Update

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

Aug 30

116

Model Portfolios | August Update

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

Aug 1

85

July 2025

Treasuries, CDs, and Munis | July Update

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

Jul 13

32

Model Portfolios | July Update

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

Jul 1

82

June 2025

Model Portfolios | June Update

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

Jun 1

101

May 2025

Model Portfolios | May Update

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

May 1

106

April 2025

Special Subscriber Message

April 6, 2025 | S&P 500: 5074.08

Apr 6

311

Model Portfolios | April Update

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

Apr 1

89

March 2025

Treasuries, CDs, and Munis | March Rates Update

The FOMC meets this week. We do not expect any change in the federal funds rate as the incoming PCE inflation figures remain too high.

Mar 17

31

Model Portfolios | March Update

S&P 500 5954.50 :: 10-Year UST Yield 4.22% :: March 1, 2025

Mar 2

77

February 2025

Treasuries, CDs, and Munis | February Rates Update

3.0% headline CPI and 3.3% core CPI inflation figures should delay any additional FOMC rate cuts until later this year. It is difficult to find CDs with…

Feb 16

27

Model Portfolios | February Update

S&P 500 6040.53 :: 10-Year UST Yield 4.55% :: February 1, 2025

Feb 1

131