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 Tuesday September 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.

Newsletter Collection Update

Latest update on 8/17/2020

Highlighted are the recent articles. 

The most recent significant updates are a series of articles on our new Asset Allocation Composite strategy based portfolios. As we are making efforts to improve the quality of our portfolios and ease of use, we ask readers to pay special attention to these articles. 

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