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Strategies & Market Trends : Young and Older Folk Portfolio
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To: Smart_Asset who wrote (20996)10/6/2025 3:48:45 PM
From: macbolan1 Recommendation

Recommended By
Smart_Asset

   of 23076
 
A few years ago I had a taxable account with Morgan Stanley, the guy managed my Dad's account, and in that they held MUC and MYC. MYC was closed and I think rolled into MUC possibly a while ago. I inherited the MS account with MUC and held it for a while at UBS, then they sold it.

I've since moved the UBS account to Fidelity and reopened the MUC position Oct 2024, along with opening the position in the 3 other funds. So Oct of 2024 is how long I've had them.
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