My company announced today that our 401K will be moving to a new investment platform. Out of the current 29 investment options offered, 21 of them will be eliminated and replaced with 18 new ones. The company is putting a positive spin on the change: “These changes are being made so you may select from a more diverse and competitive fund array“. Even though there are slightly less investment options to choose from, I guess it is possible that the new ones are more diverse and more competitive…
My current asset allocation is 25% International, 25% small cap, 25% mid cap and 25% large cap. My international fund remains in the new platform. I have until December 10th to choose 3 new funds for the other categories.
MMB Portfolio Dividend & Interest Income – October 2025 Q3 Update
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Here’s my 2025 Q3 income update as a companion post to my 2025 Q3 asset
allocation & performance update. Even though I don’t focus on high-dividend
stocks ...
3 hours ago
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