Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Monday, May 7, 2017. You can also find the re-balance calendar for 2017 on ‘Dashboard‘ page once you log in.

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.

Please note that we now list the next re-balance date on every portfolio page.

Inside Of The Stock Chaos

Here we are again: the recent stock chaos has led us to a point that’s very similar yet different from February 8, 2018. The following shows the S&P 500 index chart: 

In fact, at today’s close, S&P is just a hair above its close price 2,581 on February 8, the previous low. 

Please login or register an account to view the newsletter