We provide a subscription refund guarantee. Subscriptions are available for each of our strategies. Our guarantee is provided to paid subscribers of the balanced, growth and stock portfolio. If the selected strategy does not outperform the indicated benchmark for the calendar year, we will refund the cost of the subscription.
No other newsletter or research service offers this type of subscription guarantee.
Reporting & Verification
We utilize Morningstar to track our strategies and calculate performance. A professional portfolio report for each strategy is distributed monthly to subscribers.
To be eligible for our subscription refund guarantee, members must indicate one strategy to follow, and be paid through December 31st. Refunds are automatically issued by January 31st if the chosen strategy does not outperform the indicated benchmark for the prior calendar year. The subscription start date has no effect on our refund policy. Refunds are provided for the months paid in that calendar year.