I have everything at Charles Schwab and want to move it

[hnsez]

But where?

I want to go to a decent investment firm that hasnt sold out to Bush.

I am fed up with Schwab: http://www.aflcio.org/issuespolitics/socialsecurity/wallstreetgreed/

[scruffy]

1. what is it exactly that you have with Schwab?

Mutual funds? Individual stocks? Money market?

[hnsez]

2. all of the above and a IRA or two

[scruffy]

3. I don't have specific investment firms to recommend . .

but you don't necessarily have to deal with Schwab or any other firm if you don't mind the extra paperwork and a little inconvenience.

Individual stocks can be held as actual certificates or as a drp with the issuing company or its transfer agent. Mutual funds can be held directly with the fund company and most have their own money market account. If you don't like what the mutual funds own, you can check out the socially responsible funds.

The only advantage I see to Schwab is if you do a lot of stock trades - but for a buy & hold strategy with mutual funds, you don't really need them.

[MsTryska]

4. Well here's the latest news on Wells-Fargo that mgith work with your

situation.....


http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh27664_2005-06-01_18-05-55_n01734131_newsml



i don't know how much you will be doing independently, but I know Wells-fargo has been getting soem pretty good publicity lately, with some pretty Blue ventures.