New Mutual Fund vendor?

Financial Planning - Financial planning in general. (Moderated) 

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Subject Author Date
New Mutual Fund vendor? Peetie Wheatstraw 03-02-2008
Posted by Peetie Wheatstraw on March 2, 2008, 7:23 am
Greetings,

Involuntarily retired, out-of-work 7 yrs, no soc. sec., pension, etc.
No income save a tad from investments.

I've been with Fidelity for years. Living on savings and a little
earnings, writing checks that clear on Cash Reserves. Did OK with
funds like Growth Co. and Independence until recently. Now sitting
on cash.

I need to leave Fidelity. Performance is not the issue.

I am evaluating similar arrangements with Schwab and Vanguard.

Would be interested in info, opinions, etc re these and other
mutual fund houses. Must willingly honor TOD distributions.

Thanks,
Peetie

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