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 15, 2016. You can also find the re-balance calendar for 2016 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.

Adding Value To Your Own Investments

Most of our readers and users are self directed investors or at least keep a keen eye on their investments. When you are on your own, one of the most important factors for success is a good discipline (or behavior). In this newsletter, we will discuss some relevant issues. Before doing that, we would like to address a few usage/support issues. 

Support Issues

Email issue: we recently moved our servers to Amazon cloud. We believe it’s a good move that will enable us to scale easily and serve more reliably and securely. However, because of the move, some users have told us that they have not been able to receive any email from us (i.e. from Specifically, we have found that Verizon emails (i.e.  emails at have been blocked. We are working with Verizon to resolve this. We would like to ask anyone with a Verizon email to send a request to Verizon to ask them to unblock mails from That will help to address this issue more effectively. We would also like to ask anyone else to send us an email to let us know if you have had trouble to receive newsletters, transaction or performance emails from us. So far, we only know the Verizon problem though. 

As always, we promise not to spam your emails. We also reminder anyone who would like to discontinue receiving emails from us to look at the bottom of our emails: it should have a link for you to opt out future emails from us. You just need to click on the link to tell us. 

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