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, October 29, 2018. 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.

Newsletter Collection Update

Latest update: 10/15/2018

Highlighted are the recent articles

We have published numerous newsletters over the years and many readers have asked us to categorize and summarize our previous newsletters as they tend to cover various topics. We believe this is a good idea as many of them provide useful information that can be useful for both new and old users. We highly encourage users to read these newsletters as understanding many issues and our methodology is an inherent part of using our service. In the following, we select and list some newsletters in each category.

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