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, August 5, 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.

Income Portfolios In A Lower Yield Environment

With the Federal Reserve being expected to lower interest rate on this Friday for the first time since 2008, investors are grappling with an even lower yield situation amid an already lower interest rate environment. In this newsletter, we discuss fixed income portfolios’ yields. 

Low interest environment

Let’s first take a look at this historical 10 year Treasury bond’s yield chart:

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