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, December 18, 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.

Is This A Good Time For Retirees Or Would Be Retirees?

With stock markets making new record highs month after month, investors are in a good mood. Naturally, if you ask anyone who is in stock markets and going to retire soon, you probably will get a positive answer. After all, what’s not to like to see your account value gone up so much?

However, if history is any guide, for those we are retiring in or near a stock market peak, it turns out that the time from now on is awful, to say the least.

Empirical data

Retirees or would be retirees who derive income from their investments encounter two problems when markets are near a peak:

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