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.

Giving Up Bonds? 

As promised in our previous newsletter May 26, 2015: Cash, Bonds and Stocks In A Rising Rate Environment, in this newsletter, we will address the issue whether one should abandon bonds in the current environment. 

It should not be surprising to many that our answer is no, we should not abandon bonds in our asset allocation portfolios.  But what are the reasons?

Let’s first look at this issue from portfolio construction angle. 

Please login or register an account to view the newsletter