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, November 28, 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.

Rising Rate And Current Bond Trend

Currently, bond markets have experienced a possible trend change: it all comes down to the possible interest rate hike by Federal Reserve in December. Based on Fed Funds Futures trading, traders are expecting an over 70% probability that the Fed will raise interest rate by 25 bps (or basis points, i.e. 0.25%) in December: 

Courtesy of CME FedWatch tool

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