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January 29, 2018: The New Addition To Our Total Return Bond Fund Candidates

January 29, 2018: The New Addition To Our Total Return Bond Fund Candidates

by MyPlanIQ | Jan 30, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We are adding Prudential total return bond fund to our total return bond portfolios’ candidate fund lists. We also look at the performance of our total return bond fund portfolios.

January 22, 2018: Where Are Bonds Heading?

January 22, 2018: Where Are Bonds Heading?

by MyPlanIQ | Jan 23, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

The current bull market in bonds might be ending. However, investors should stay the course to take advantage of pockets of opportunities while managing risk.

January 15, 2018: Tactical Portfolios Review

January 15, 2018: Tactical Portfolios Review

by MyPlanIQ | Jan 16, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We review our tactical asset allocation portfolios and discuss its relationship to so called dual momentum.

January 8, 2018: Strategic Portfolios Review

January 8, 2018: Strategic Portfolios Review

by MyPlanIQ | Jan 9, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We review strategic asset allocation portfolios and discuss asset outlook for 2018.

Diversified Asset Allocation Portfolios For Your Plans

Featured Brokerage Plans

Vanguard ETF:	10%*
Diversified Core:	11%*
Six Core Asset ETFs:	10%*

*:5 Yr Annualized Return of TAA Moderate Portfolio

...More IRA, 401K, Annuity Plans...

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