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Series I Bonds & TIPS Update
Series I Bond composite rate 4.26% | 10-Year TIPS real yield 2.43%
Aug 11
Model Portfolios | August Update
S&P 500 7489.72 | 10-Year UST Yield 4.74% | August 1, 2026
Aug 1

July 2026

Treasuries, CDs, and Munis | July Update
CD rates above 4% remain available as 20-year and 30-year Treasury yields rise above 5% and the fiscal-year deficit reaches $1.4 trillion.
Jul 14
Model Portfolios | July Update
S&P 500 7499.36 | 10-Year UST Yield 4.46% | June 30th, 2026
Jul 1

May 2026

Model Portfolios | June Update
S&P 500 7580.06 | 10-Year UST Yield 4.45% | May 31, 2026
May 30
Model Portfolios | May Update
S&P 500 7209.01 | 10-Year UST Yield 4.39% | April 30, 2026
May 1

April 2026

Model Portfolios | April Update
S&P 500 6528.52 | 10-Year UST Yield 4.31% | March 31, 2026
Apr 1

March 2026

Treasuries and CDs | March Rates Update
CDs with rates above 4% are still available.
Mar 10

February 2026

Model Portfolios | March Update
S&P 500 6878.88 | 10-Year UST Yield 3.95% | March 1, 2026
Feb 28

January 2026

Model Portfolios | February Update
S&P 500 6939.03 | 10-Year UST Yield 4.24% | January 31, 2026
Jan 31
Model Portfolios | January Update
S&P 500 6845.50 | 10-Year UST Yield 4.17% | January 1, 2026
Jan 1

December 2025

Model Portfolios | December Update
S&P 500 6849.09 | 10-Year UST Yield 4.02% | November 30, 2025
Dec 1, 2025
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