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 13, 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.

Rising Interest Rates

Recently, there have been some volatility in fixed income market. Some of key events include

  • The upcoming Federal Open Market Committee (FOMC) meeting this week
  • President Trump will likely announce his pick for the next Federal Reserve’s chairman. 

Bond interest rates have risen in general. Let’s first review some key segments. 

Long term interest rate, high yield bonds and international bonds

In general, long term Treasury interest rate is one of the key factors to watch regarding the health of the current bull market in bonds. The following shows the chart of 10 Treasury interest rate:

Please login or register an account to view the newsletter