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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May 29, 2018

February 9, 2018

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Stop Guessing the Future. Start Planning for It.

August 3, 2015

The annual investor behavior report published by the Dalbar Group continues to show investors tend to sell after experiencing paper losses and return to investing after markets recover their value.  The devastating result of this behavior is participation in the downside while being out of the market during the rise.

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