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, March 24, 2014. 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.

Schwab Portfolios Review

In this newsletter, we review our Schwab specific portfolios. 

Schwab is one of the major discount brokerages that offer a balanced service to its clients. In general, we find Schwab tends to attract large accounts and it thus emphasizes more on portfolio building instead of stock trading. 

Similar to Fidelity, MyPlanIQ maintains the following customized investment plans and portfolios for Schwab:

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