How ProActive is Your Investment Portfolio?

2018 was a year punctuated by two stock market corrections and volatility the likes of which has not been seen in years. It’s easy to forget that this type of volatility is not uncommon. We utilize a ProActive portfolio as part of an overall investment strategy.

Your First Big Liquidity Event – Now What?

A liquidity event gives you an unparalleled opportunity to take charge of your financial future. Handled carefully, it can ensure financial security for you and your family, while also giving you the wherewithal to plan a legacy, give to charity or even launch another business. But you will need to plan to make the most of this event. Work with us to help you navigate key issues.