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, February 2, 2015. 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.

When Forecast Fails

2014 is by no means a non-eventful year. Let’s first look at the returns of major asset classes: 

It is a human nature to try to understand and control our destiny. Forecasting is an inherent part of our human DNA. Let’s review what many pundits/experts predicted at the earlier of 2014: 

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