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Brinker Advisor

Our favorite investment ideas along with our views on the economy, monetary policy, and related topics. Subscribers have access to our Brinker Fixed Income Advisor and Marketimer Model Portfolios as well as our List of Recommended No-Load Funds.

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Series I Bonds & TIPS Update

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

Model Portfolios | August Update

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

Model Portfolios | July Update

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

Model Portfolios | June Update

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

Model Portfolios | May Update

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

Model Portfolios | April Update

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

Treasuries and CDs | March Rates Update

CDs with rates above 4% are still available.

Model Portfolios | March Update

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

Model Portfolios | February Update

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

Model Portfolios | January Update

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

Model Portfolios | December Update

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

Treasuries, CDs, and Munis | November Update

CDs with rates above 4% are still available.

Model Portfolios | November Update

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

Model Portfolios | October Update

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

Model Portfolios | September Update

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

Model Portfolios | August Update

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

Treasuries, CDs, and Munis | July Update

CD Rates above 4% remain available with maturities from 3 months to 5 years.

Model Portfolios | July Update

S&P 500 6204.95 | 10-Year UST Yield 4.23% | June 30, 2025

Model Portfolios | June Update

S&P 500 5911.69 | 10-Year UST Yield 4.41% | June 1, 2025