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.

Cash Return And Interest Rate Update

As markets are in the mid of interest rate update cycle, yields of short term Treasury bills and bonds have risen gradually this year. In this newsletter, we look at the latest short term cash equivalent returns and interest rate trends.

Rates have risen

Short term rates have risen dramatically while long term Treasury bond yield (10 year) has remained flat:

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