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, 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.

Risk & Diversification: Interview recently published an interview with MyPlanIQ. The following are some excerpts from the interview. They answer a few basic questions regarding our views on retirement investments. 

Tell us about MyPlanIQ…when and why did you start your business?

MyPlanIQ was officially founded in February 2008. Before I founded MyPlanIQ, I had worked in the semiconductor and software industry as an engineer and then as an entrepreneur.

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