Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Monday, August 26, 2013. You can also find the re-balance calendar for 2013 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

Risk Management: Downside Risk

We have changed our logo’s tagline to ‘Risk Managed Investment Solutions’ to better reflect what we are doing.  This newsletter is the 1st installment in the three parts of series that address different types of risks. 

As what we stated numerous times before and stated in our  mission statement

As what Warren Buffett once said, “Rule No.1 is never lose money. Rule No.2 is never forget rule number one.”, we believe educating Americans on how to manage their investment risks is the most important task. 

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