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, April 13, 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.

Brokerage Specific Core Mutual Fund Portfolios

We are still waiting to get more feedback on whether to use these portfolios to replace the existing brokerage selected mutual fund based portfolios. Our purpose is to uncover as many concerns and issues as possible before switching. Up till now, some users have made comments on our forum and some have sent us emails. We will wait for another week or so before officially putting these portfolios up. If you have any questions, 

Please give us feedback by commenting on  Brokerage Specific Core Mutual Funds Plans: Suggestions & Opinions on our forum

The Low Return Environment

It is tax time again. Recently, we received a user’s email complaining about the disappearing cash returns: 

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