Zack's Wealth Management FOLIOfn

Q: Perhaps this question is unfair. I have recently allowed Zacks Wealth Management to invest some of my money with their partner broker-dealer FOLIOfn. If you don't mind responding, what is your opinion of those companies? I look forward to receiving your weekly articles. Thanks.

A: I think I have looked at Zack's research before... but don't have the familiarity to be able to comment on them specifically. They are the ones deciding what to buy and when, Foliofn is just the vehicle they are using to facilitate the process.

The main issue is whether you agree with their management philosophy and whether or not they have been successful. They can have great performance and still be the wrong advisor for you. It's about matching your views/philosophy, etc. with an advisor that of your advisor.

Here's a Special Report that talks about my approach and philosophy. I offer this in an effort to try to give you an idea of what I mean by strategy and philosophy.

Financial Self Defense

Let me know if I can be of further help.

Your posted comments on this and other questions are welcome.
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