Model Portfolios | November Update

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

49 mins ago

11

October 2025

Model Portfolios | October Update

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

Oct 1

84

August 2025

Model Portfolios | September Update

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

Aug 30

119

Model Portfolios | August Update

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

Aug 1

87

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

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

310

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