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, April 2, 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.

Total Return Bond Update

In this newsletter, we review current bond market trends and then discuss several issues of total return bond funds. 

Trends in fixed income bonds

The Federal Reserve raised interest rate by 0.25% last week. In general, interest rates have been rising and prices of bonds have declined. However, long term rates have recently become steady.

Bond trends (as of 3/23/2018) from 360° Market Overview:

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