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, May 2, 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.

Low Cost Index Fund Investing

This weekend, in Berkshire Hathaway’s annual meeting, Warren Buffett renewed his attack to hedge fund industry and suggested that individual investors (and many institutional investors too) stick to low cost index fund such as S&P 500 index fund (Vanguard’s 500 ETF VOO, for example). While we believe that in addition to cost, there are other important factors to consider, we agree that investing in low cost index funds is the way to go. 

Fees matter

Though readers can find plenty of articles to discuss this, it is still worthwhile to point out the following: 

First of all, even after many years’ campaign by people like John Bogle and Warren Buffett, investors still carry their inertia to continue to invest in expensive funds. For example, when it comes to S&P 500 ETFs, one can find several ETFs and no load mutual funds such as the following: 

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