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, January 19, 2016. You can also find the re-balance calendar for 2015 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.

Holiday Greetings

We wish everyone have a wonderful holiday. May the force be with you in the coming year! 

Due to upcoming holidays, we will not have a newsletter next Monday and will resume the publication on January 4th, 2016. 

Distressed Assets

In our last year’s newsletter December 15, 2014: Beaten Down Assets., we stated the three reasons why one should look at asset valuation with respect to one’s investment portfolios:

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