Proof of Performance - Rolling Returns

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How has MoneyWorks4me performed in the past?

"Show me how MoneyWorks4me has performed in the past!" This is very important question and the answer to it will help you decide, whether you should go ahead and subscribe or renew.

Once you have asked this question you have two challenges. One, can you trust the answer? Every Advisor/Fund Manager posed with this question runs the risk of trying to appear better than what they really are. And the methods they chose depend on their values dear to them. Second, how do you assess the answers you get? People tend to evaluate based on past returns, and that is wrong and inadequate for many reasons. Read more

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