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 email issue update

We have fixed the email issue mentioned last week. We encourage anyone who still has the email issue (missing rebalance and newsletter emails) to contact us. You can try to send email to support at or just post your problems in our support forum.

Thank you for your patience.

Update On Short Term Cash, Treasury Bills and Brokered CDs

As always, we believe that short term cash investments are very important. We have regularly updated and discussed this. The following are the list of newsletters on this topic (as a reminder, you can always find the newsletters on our Newsletter Collection page:

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