Strategies managed by Windsor Capital Management, LLC. Assets and accounts held at TD Ameritrade Institutional. Past performance is not indicative of future results. Asset allocation and diversification does not guarantee a profit. Windsor Capital Management, LLC and TD Ameritrade are not affiliated and TD Ameritrade does not manage or endorse the Plan Forward Portfolios.

© 2019 Plan Forward Portfolios

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October 10, 2018

Applicable 50 years ago, 20 years ago, and today.

Q: You always say to invest for the long-term. What do you mean by long-term investing?

A: A lot of people think long-term investing is three weeks from next Wednesday, but when I talk about long-term investing I mean 5,...

October 2, 2018

This weekend Plan Forward Portfolios sponsored Belle Aire Schools annual PTA "Bulldog 5k Fun Run". Belle Aire Elementary School is in Downers Grove, Illinois. 

May 29, 2018

CXO Advisory Group tracked the market forecasts of investment experts for two years. It looked at 5,000 measurements of more than 60 gurus. It found the overall accuracy of the group based on both raw forecast count and on the average of forecaster accuracies (weightin...

February 9, 2018

The stock market (S&P 500) entered into correction territory on Thursday, down 10% from its January 26th high.  Corrections have occurred, on average, every 18 months.  It has been 24 months since the previous correction in February of 2016.

There are no negat...

December 7, 2017

As the economy has grown, so has household debt. Data tracked by the Federal Reserve shows that debt held by U.S. households rose to over $12.9 trillion in the third quarter, the highest level ever. A favorite form of consumer debt, credit cards, rose by 3.1% for the q...

November 8, 2017

Seven consecutive years of increasing U.S. auto sales have put a glut of vehicles on U.S. highways. In addition, a significant number of those sales were with a lease, leading to a rising tide of cars flowing back into the market as lease terms expired.

As automakers ha...

November 8, 2017

Revisions to the initial World Economic Outlook were released in October, revealing stronger than expected estimates for the remainder of 2017 and all of 2018. Growth estimates now are 3.6% for 2017 and 3.7% for 2018, an acceleration from the 3.2% growth that occurred...

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