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, June 22, 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.

Because of the long weekend holiday, this newsletter has been delayed. We will resume our regular Tuesday morning publishing schedule next week. 

Cash, Bonds and Stocks In A Rising Rate Environment

In this newsletter, we  continue our understanding on how cash, bonds and stocks have behaved in a secular long rising rate environment. Previously, we discussed long term bond behavior in the two newsletters: 

It is important to understand how the returns of these assets in the period from 1940-1982 (or 1949 to 1982), a secular long period when interest rates rose, as can be seen by the chart we are familiar with: 

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