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, August 31, 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.

From time to time, we update our newsletter collection. It classifies newsletters into several categories. It is a helpful reference for many existing users. We also strongly encouraged new users to browse through these newsletters. It can be found by clicking on Articles tab and then Newsletters. Then on the articles page, click on ‘Newsletters’ tab on the far right to reveal the link. 

Newsletter Collections

Latest update: 8/10/2015

Several readers have asked us to categorize and summarize our previous newsletters as they tend to cover various topics. We believe this is a good idea as many of them provide useful information that can be useful for both new and old users. In the following, we select and list some newsletters in each category

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