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, May 7, 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.

Municipal Bonds As A Fixed Income Asset Class

We have long argued that municipal bonds, the debts issued by state and local governments, are more than just tax-free substitutes. Because of their special nature, they should be considered as a standalone fixed income asset class that can be used even in a tax-deferred account such as 401k or IRA. In this newsletter, we will review the current municipal bond market and discuss their investment strategies. 

Current municipal bond yields

Let’s first look at the current municipal bond yields, compared with Treasury bond yields. 

Municipal Bonds

Muni Yield

Treasury Yield 

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