Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.
Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Friday March 1, 2020.
Please note: As of today, we now officially phase out our old rebalance calendar for both SAA and TAA. They are now always rebalanced on the first trading day of a month.
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.
Rebalance and newsletter emails
It has come to our attention that some (not all) of our recent rebalance/newsletter emails were rejected by gmail and Google supported email systems. As a result, some of these users haven’t been able to receive these emails.
At the moment, we are working hard to resolve this issue.
In the meantime: