14 Jan Investment Challenges of the Affluent Investor

Posted at 21:35h in Uncategorized

High-net-worth investors face unique challenges when managing their wealth. While the fundamental principles of investing apply universally, the affluent investor encounters specific complexities due to the scale and structure of their financial portfolio. Let’s explore some of these challenges and how they can be effectively...

Read More

05 Sep Empowering Financial Strategies for Widowed Women

Posted at 19:30h in Uncategorized

At Affetto Wealth, we recognize the unique financial and emotional challenges that arise after the loss of a spouse. It is a difficult experience for any spouse to lose the love of their life, and this loss impacts women significantly more so than men. Among those...

Read More

29 Aug Navigating a Significant Increase in Income: Key Strategies

Posted at 19:54h in Uncategorized

Let’s be honest, experiencing a substantial boost in income can be exhilarating. Whether it’s due to a major career milestone, a business success, or a sudden financial windfall, this new level of income opens up a range of possibilities. But it also requires thoughtful planning to...

Read More