Model Portfolios | April Update

S&P 500 6528.52 | 10-Year UST Yield 4.31% | March 31, 2026

Apr 1

80

3

March 2026

Treasuries and CDs | March Rates Update

CDs with rates above 4% are still available.

Mar 10

37

2

February 2026

Model Portfolios | March Update

S&P 500 6878.88 | 10-Year UST Yield 3.95% | March 1, 2026

Feb 28

81

7

January 2026

Model Portfolios | February Update

S&P 500 6939.03 | 10-Year UST Yield 4.24% | January 31, 2026

Jan 31

103

2

Model Portfolios | January Update

S&P 500 6845.50 | 10-Year UST Yield 4.17% | January 1, 2026

Jan 1

107

3

December 2025

Model Portfolios | December Update

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

Dec 1, 2025

114

6

November 2025

Treasuries, CDs, and Munis | November Update

CDs with rates above 4% are still available.

Nov 17, 2025

37

3

Model Portfolios | November Update

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

Nov 1, 2025

84

5

October 2025

Model Portfolios | October Update

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

Oct 1, 2025

86

9

August 2025

Model Portfolios | September Update

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

Aug 30, 2025

119

7

Model Portfolios | August Update

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

Aug 1, 2025

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, 2025

33

3