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, June 2, 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.

How to handle an elevated overvalued market

One of the most asked questions from our users (most of them are new users) is as follows: 

How do I position my portfolios now that the markets, as you stated, are elevated and overvalued?

This question is especially pertinent now that the stock markets (S&P 500 and Dow Jones Industrial Index, for example) are making new all time high in a seemingly unstoppable fashion. 

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