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March 26, 2018: Total Return Bond Update

March 26, 2018: Total Return Bond Update

Mar 27, 2018

We update total return bond funds and PIMCO share conversion. 

March 19, 2018: Treasury Bills vs. Brokered CDs

March 19, 2018: Treasury Bills vs. Brokered CDs

Mar 20, 2018

We discuss the difference between Treasury bills and brokered CDs. Surprisingly, brokered CDs are yielding lower than Treasury bills right now. 

March 12, 2018: Defensive Conservative Portfolio Review

March 12, 2018: Defensive Conservative Portfolio Review

Mar 13, 2018

We review our defensive conservative portfolios. 

March 5, 2018: Warren Buffett’s Advices

March 5, 2018: Warren Buffett’s Advices

Mar 6, 2018

We delve into more precise details to analyze Warren Buffett’s recent advices. 

Diversified Asset Allocation Portfolios For Your Plans
  • ETF/Mutual Fund Portfolios
  • Retirement 401K, IRA, 403B
  • Variable Annuities, VULs, 529
  • Plan Rating, 401K/IRA Rollover
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Featured Brokerage Plans

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Six Core Asset ETFs: 10%*
*:5 Yr Annualized Return of TAA Moderate Portfolio

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*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

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