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.

Consistency, The Most Important Edge In Investing: Strategic Case

Often, investors are looking for the next big thing: they study hard on strategies and convinced that is it. But once committed, reality sets in: it is a long and much less exciting process. Eventually, they are looking for another next big thing again.

We have touched this topic before. Here are some of the newsletters that addressed this issue: 

You can find a few of other newsletters on our Newsletter Collections page that touches the topic of strategic asset allocation and investor behavior.

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