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, February 11, 2019. You can also find the re-balance calendar for 2019 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.

Cash And Money Market Funds: Interests And Safety

In the newsletter, we will look at current cash investment returns and discuss how safe a money market fund is. 

Rates continued to rise

The good news for cash rich investors is that interest rates continued to rise until recently. See the following 3-month US Treasury bill yield:

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