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Author: joelxwil Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76241  
Subject: Re: Cake Financial Date: 5/25/2009 11:52 AM
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If they want log on information to your accounts, then they cannot be trusted. There is nothing to prevent them from trading your accounts in some way beneficial to themselves.

If they just want to know what investments you currently hold, that is another thing. Then the question is whether or not their advice is at all worthwhile. Chances are they will tell you to hold for the long term and rebalance periodically. Or something else equally stupid.
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