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 Monday March 1, 2021. 

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.

Rising Bond Yields And Current Stock Trends

There’s been an undercurrent that has worried stock investors: rising bond yields (or interest rates). In this newsletter, we review current bond segment trends and look at how much the rising rates have affected stock trends. 

Bond interest rates are rising but not everywhere

It’s been striking to see that 10 year Treasury note’s rate has risen so much this year — from 0.916% to the current 1.369%:

Please login or register an account to view the newsletter