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 March 1, 2022. 

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.

Inflation, Interest Rates And Fixed Income Investments

In this newsletter, we first look at current inflation and interest rates. We then proceed to review our fixed income portfolio and offer some observations. 

Hot inflation numbers

Inflation is perhaps one of the most important factors that affect underlying economies and thus stock and bond prices. Inflation is usually gauged by so called CPI (Consumer Price Index). Recent CPI numbers have been red hot: the 12-month annual CPI ending January is 7.5%, while the December 2021’s number is 7.0%: 

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