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

For regular SAA and TAA portfolios, the next re-balance will be on Next Monday, November 4, 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.

What can we learn from the 1987 stock market crash?

Today’s financial markets have many resemblances to those around October 1987. We devote this newsletter to a mini study on this event and see what we can learn from it. 

The 1987 stock market crash

First, let’s review how the markets have behaved at that time. Interested readers can refer to this wiki for more detailed background information. 

As many public existing mutual funds didn’t exist at that time, we chose whatever that we have in our database as the representatives for the following 4 major asset classes: 

Please login or register an account to view the newsletter