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, May 18, 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.

529 College Savings Plan Rebalance Policy Change

529 College Savings Plans have become more popular recently. There are several reasons behind it:

Outpacing inflation

Based on Bloomberg, the cost of college tuition and fees have outpaced inflation every year since early 80s. The cost of attending public university has risen more slowly recently while the gap between the cost of attending a private university and overall inflation has been held steady. 

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