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 Wednesday July 1, 2020.

Please note: As of March 1, 2020, we officially phased 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.

Recent Positive Developments

In general, we try not to make too many comments on economic affairs as we profess that we are not experts in this field. However, every now and then, we do want to jump in to clarify some widely confused data and facts. This has become even more relevant as rumors, half baked opinions and some out right faked news are abound in this chaotic social media era. This is one of those times. 

In this newsletter, we want to try our best to point out some of recent developments. 

What does the jobs report really say

The Bureau of Labor Statistics (BLS) reported on Friday that employers had added more than 2 million jobs in May and that the unemployment rate had unexpectedly fallen. This was a big surprise to almost everyone. Stocks immediately shot up. Some, however, were very suspicious and even claimed the report was rigged. 

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