Model Portfolios | November Update

S&P 500 7,580.07 | 10-Year UST Yield 4.94% | October 31, 2026

Oct 31

70

3

Annual Social Security Update

Social Security benefits will increase 3.6% in 2027, the largest adjustment since 2023. We review the annual changes, claiming choices, and survivor…

Oct 15

56

6

Model Portfolios | October Update

S&P 500 7,651.54 | 10-Year UST Yield 5.29% | September 30, 2026

Oct 1

60

3

September 2026

Model Portfolios | September Update

S&P 500 7,686.14 | 10-Year UST Yield 4.75% | August 31, 2026

Sep 1

82

5

August 2026

Series I Bonds & TIPS Update

Series I Bond composite rate 4.26% | 10-Year TIPS real yield 2.43%

Aug 11

40

1

Model Portfolios | August Update

S&P 500 7489.72 | 10-Year UST Yield 4.74% | August 1, 2026

Aug 1

68

3

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

43

2

Model Portfolios | July Update

S&P 500 7499.36 | 10-Year UST Yield 4.46% | June 30, 2026

Jul 1

78

3

May 2026

Model Portfolios | June Update

S&P 500 7580.06 | 10-Year UST Yield 4.45% | May 31, 2026

May 30

83

3

Model Portfolios | May Update

S&P 500 7209.01 | 10-Year UST Yield 4.39% | April 30, 2026

May 1

95

1

April 2026

Model Portfolios | April Update

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

Apr 1

88

3

March 2026

Treasuries and CDs | March Rates Update

CDs with rates above 4% are still available.

Mar 10

38

2