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, January 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.

Happy Holidays!

In this holiday season, we thank everyone for your continuous support and your trust in us. We wish you happy holidays and a prosperous 2018!

There will be no newsletters in the following two weeks and we will return in the week of January 8th, 2018.

Record Highs And Risk

It’s been an almost perfect year for stocks. Dow Jones industrial index has had 70 daily record highs this year. Stock volatility is also staying in record low: CBOE VIX index has been the lowest since 1990. Looking more closely:

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