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 April 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.

Chaos And Hope

By now, the damage of the coronavirus pandemic must be obvious: stocks have fallen almost daily. Again, CNBC revealed this was the fastest 30% sell-off ever, exceeding even the Great Depression.

However, for investors who are adhering to asset allocation (strategic or tactical) using broad base quality index funds, stocks are becoming more attractive. In the time of this great chaos, we want to offer some calm suggestions.

First off, let’s review markets a bit. We believe that, even for those whose investments aren’t affected,  current market behavior offers a very good ‘live’ lesson to learn things that are usually viewed as ‘extremes’ in many financial models or popular theories (though in reality, they aren’t that extreme at all).

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