Your Personal CARES Assessment

MATHEMATICAL PROBABILITY
OF INVESTMENT RESULTS

Past performance isn’t a guarantee of future results. Using average rates of return, while helpful, doesn’t accurately reflect how investments perform. A sequence of returns (fluctuating rate) may produce an average rate of return. However, a different sequence of returns may produce the same average return with a different result. Since you need certain amounts of money in the future to achieve your goals, you should realize that using average rates of return, even based on historical values, may lead to disappointing results. To be as precise as possible, we offer as a service Monte Carlo Simulation. This analysis runs hundreds of thousands of random return scenarios to calculate the mathematical probability of achieving specific results. Utilizing this method, while still providing no guarantee, is a more prudent way of understanding future possibilities and results.

Is this service of interest to you?