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, September 9, 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.

Long Term Investment Strategies And Short Term Market Noises

Well that happened quickly: President Trump started a major US-China trade war escalation when proposing to put 10% tariffs on the remaining $300 billion worth of Chinese goods last Thursday, the Chinese retaliated with halting of US agriculture product purchase and letting its currency devalued, then US Treasury designated China as a currency manipulator, … The financial markets have been in a huge shock. Stocks have been in a free fall since then. 

Market carnage

Let’s survey major asset trends:

As of 8/5/2019

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