ProActive Advisors

09/26/2023

Are your Retired or nearing Retirement? If so, you may want to consider professional financial guidance from a fiduciary principal like ProActive Advisors. We don't sell investments. We help you devise a reliable retirement plan and implement it with our guidance and knowhow. Get on the right pathway before a financial setback disrupts your best laid plans. Call ProActive Advisors at 859-263-8500. Exploratory consults are complementary.

09/20/2023

Start a conversation with ProActive Advisors to explore a better way to invest. Call us at 859-263-8500

09/14/2023

The financial markets move up, down, and sideways. Does your investment approach position you for these opportunities and challenges? ProActive's 360 Portfolios approach does. Find out more in a "get to know us" meeting. Free for investors interested in improving their financial outcomes. Call ProActive at 859-263-8500

09/04/2023

Happy Labor Day from ProActive Advisors! As we celebrate the fruits of hard work, let's also remember the importance of smart investing and risk management securing a prosperous future. Here's to a well-earned break and a financially sound future!

08/31/2023

Some investors are more successful than others! It's not because of privilege and opportunity. It's because what they were doing wasn't working, they sought out advice from an expert and took corrective action. The lesson being: change is necessary for improvement. Your financial well-being is no exception. Get in touch with ProActive Advisors and let us show you a better way. 859-263-8500

08/24/2023

Did you know your account is probably on auto-pilot being routinely rebalanced to a fixed asset allocation? Why? Because that's what you wanted. You completed a Risk Tolerance Questionnaire and agreed that such-and-such percent held in stocks and bonds was right for you. But are you happy with your outcome and that investment approach? Consider there may be a smarter way to invest. Call ProActive Advisors to learn more at 859-263-8500.

08/08/2023

In your grandfather's time, a Buy & Hold investment approach worked fairly well, but that was before globalization and real time news. Today investors must realize "change" is the market constant. Your portfolio frequently and rapidly adjusts to new events. Investors must be pro-active, anticipating market changes by following where money is moving. Find out more about our 360Portfolios investment approach. Initial consultations are complementary to qualified investors with $250,000 or more.

08/01/2023

Summer is coming to a close and the back-to-school season begins now! ProActive Advisors can help you set yourself up for a financially confident future.

07/27/2023

07/26/2023

We had a great time this past weekend representing our community at the Chevy Chase Street Fair! ProActive Advisors is right here in the heart of Chevy Chase. We'd love to talk to you about growing and protecting your investments!

07/21/2023

Come visit our booth this Saturday, July 22nd from 4pm-8pm at the Chevy Chase Street Fair and enter to win a $150 gift card to Bella Café. We hope to see you there!
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