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, October 20, 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.

Embrace volatility

As stocks have rapidly retreated, many of our readers have felt the pain. Some of them chose to stop following. However, as what we addressed several times in our newsletters, this correction/retreat is not a surprise at all. In fact, it should have been anticipated. Furthermore, the behavior of the portfolios you are following should be expected. There will be many bumps along the road, but the key here is to ask whether there is a mistake made in your investments, which is different from the temporary loss just incurred. To understand the difference, please refer to the following newsletter: 

We also highly recommend the following two newsletters to anyone who hasn’t read it: 

In the following, let’s review the markets first.

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