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, March 18, 2019. You can also find the re-balance calendar for 2019 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.

Health Care Sector Review

We continue our in depth examination on another stock sector: health care stocks. Like consumer staples stocks, health care stocks are viewed as defensive at times of market stress. But it’s more than that. 

Health care spending has outpaced US GDP growth

The following two charts, based on Kaiser Family foundation reports, depict the US healthcare spending growth since 1970: 

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