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Model Portfolios | June Update
S&P 500 5911.69 | 10-Year UST Yield 4.41% | June 1, 2025
Jun 1
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Model Portfolios | June Update
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May 2025
Model Portfolios | May Update
S&P 500 5569.06 | 10-Year UST Yield 4.17% | April 30, 2025
May 1
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Model Portfolios | May Update
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April 2025
Special Subscriber Message
April 6, 2025 | S&P 500: 5074.08
Apr 6
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Special Subscriber Message
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Model Portfolios | April Update
S&P 500 5611.85 :: 10-Year UST Yield 4.22% :: March 31, 2025
Apr 1
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Model Portfolios | April Update
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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
29
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Treasuries, CDs, and Munis | March Rates Update
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Model Portfolios | March Update
S&P 500 5954.50 :: 10-Year UST Yield 4.22% :: March 1, 2025
Mar 2
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Model Portfolios | March Update
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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
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Treasuries, CDs, and Munis | February Rates Update
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Model Portfolios | February Update
S&P 500 6040.53 :: 10-Year UST Yield 4.55% :: February 1, 2025
Feb 1
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Model Portfolios | February Update
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January 2025
Treasuries, CD Rates, and Muni Auctions
The 2.9% headline CPI and 3.2% core CPI puts an end to FOMC rate cuts for now.
Jan 15
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Treasuries, CD Rates, and Muni Auctions
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Model Portfolio Performance Update
Marketimer and Brinker Fixed Income Advisor Model Portfolio Performance Through December 31, 2024
Jan 6
54
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Model Portfolio Performance Update
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Model Portfolios | January Update
S&P 500 5881.63 :: 10-Year UST Yield 4.57% :: January 1, 2025
Jan 1
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Model Portfolios | January Update
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December 2024
LEI and FOMC Update
The Leading Economic Index increased 0.3% in November, the first LEI increase since February 2022.
Dec 23, 2024
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LEI and FOMC Update
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