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, 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.

Variable Annuity Portfolio Review

Variable annuities are not for everyone: these products usually have complex fee structures. However, for those who can spend more time to understand these products (especially the fees and restrictions such as surrender charges and expenses) or for those who have committed to these products (yours included), understanding how these annuities’ investments can be used to construct a good asset allocation portfolio is still important and valuable. 

Variable Annuity Cost 

Though this article does not address annuity cost, which is the most complicated area that requires comprehensive study to understand, we feel we would like to touch this area a bit more as it is the most important (in addition to properly investing and grow your portfolio value).  

The following are various charges from a variable annuity: 

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