by studio | Nov 14, 2025 | Financial planning and advice, Netto Invest Summer Newsletter 2026
The death of a life partner, particularly if they are the main breadwinner or person who handles the financial administration for the household, can have devastating consequences for the surviving partner and family if appropriate financial preparation and estate...
by studio | Nov 14, 2025 | Investments, Netto Invest Summer Newsletter 2026
Have you ever had a detailed discussion about investment risk – both your perceived tolerance for it, based on your personality – and also as an estimate of how your investment portfolio is positioned from a risk perspective? If not, here’s a bit of...
by studio | Nov 14, 2025 | Investments, Netto Invest Summer Newsletter 2026
The price of gold has been climbing steadily since 2022 and recent political tension in the U.S. – namely the current government shutdown – has fuelled this upward trend further. While budget deadlocks have led to shutdowns before, the real issue is the...
by studio | Nov 14, 2025 | Estate planning, Netto Invest Summer Newsletter 2026
A “policy wrapper” effectively places an investment within a special legal container held by a life insurance company. The purpose of using a policy wrapper is to alter how the investment behaves for tax and regulation purposes which can be useful to you as an...
by studio | Oct 8, 2025 | Press
Proactive tax planning can significantly enhance your financial security. In his BusinessLIVE article, Michael Maré, CFP® FPSA®, outlines key investment structures, their optimal use, and how to combine them for a tax-efficient retirement plan. MICHAEL MARÉ, CFP®...
