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

We just had a rebalance today. For regular SAA and TAA portfolios, the next re-balance will be on Monday, September 15, 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.

What To Do In Overvalued Stock Markets

As stock markets underwent a mini-correction and now are back to their up trend, more and more average investors are becoming complacent: the persistent upward stock prices in the last 5 years almost make the concept and method of investing in stock markets a no brainer: you just need to put your money in US stocks, being high tech stocks or small cap stocks, you will do well. 

Five years are a long time for a person! It is hard to demand people to have a long term memory and even you have one, the distant past is becoming more and more blurry. 

However, 5 years is a really short period, or have very limited number of sample points in a statistical sense. 

Please login or register an account to view the newsletter