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 22, 2017. You can also find the re-balance calendar for 2017 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.

Debate on Risk vs. Volatility

We published a subscriber’s email on risk in the previous newsletter April 17, 2017: Risk vs. Volatility: Long Term Stock Market Returns. Recently we received an email from another user on this subject. We publish his email here and make some comments of our own. At minimal, we would like to draw our readers’ attention to start a healthy thought process and/or discussion. 

The email:


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