October 3, 2016: Survey & Feedback

by | Oct 5, 2016 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement | 0 comments

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, October 24, 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.

Survey & Feedback

At MyPlanIQ, we take our users’ feedback seriously. We are always hungry for this information. At the end of every newsletter, there is this button

How can we improve this newsletter? Please take our survey 

that collects your feedback. In this newsletter, we want to share with you what you have to say about us. 

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