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.

Market Rout And Your Portfolios

In the midst of the current stock market rout, how to respond or cope with it is on many investors’ mind. For many who have experienced several market shocks such as those in 2008-2009, 2000-2002, 1997 Asia financial crisis or even 1987 stock market crash, the current one does not seem to be particularly stressful. Been there, done that. However, regardless of whether you have such experience or not, it is still a fast and painful one. Welcome to the fast paced financial marketplace that buys and sells paper based financial certificates in the blink of an eye. 

The run-of-the-mill market correction

Let’s first review what have happened. First, a year to date S&P 500 index chart: 

Please login or register an account to view the newsletter