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, December 29, 2014. You can also find the re-balance calendar for 2014 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.

Key Issues of Investment Strategies

Over the years, we have received two key  questions regarding our investment strategies. Even though they  have been addressed by one of our newsletters, we nevertheless believe it is critical for our users to fully understand their answers.  In this newsletter, we attempt to summarize our answers.

As always, we remind our readers to look at our short summaries of our important newsletters in newsletter collection link. 

How do I know which strategies to trust?

This question was answered in our newsletters: 

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