Don’t Leap Before You Look
THE POWERFUL BENEFITS OF THOUGHTFUL ACTION When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are often rewarded by our culture, which praises the “fast-acting do-er” who “gets the job done” or “puts out fires.” Trouble […]
Some RIAs Vow To Keep All Staff In Place
A number of registered investment advisory firms—including some well-know billion-dollar shops—are vowing to hold on to all of their talent as the coronavirus challenge continues despite anticipating a sharp haircut to revenues. Tony D’Amico, CEO at Fidato Wealth in Middleburg Heights, Ohio, stressed that advisors’ own business and emergency planning will be integral to their
The Super Rich’s 3 Big Fears
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share many of the same worries the rest of us have. But there is one difference. In our research regarding working with the Super Rich—people with a net worth of at […]
Here’s Why You Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and […]
Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable […]
Holiday Supply Drive Led By Fidato Wealth To Benefit ‘Shoes And Clothes For Kids’ Of Northeast Ohio Ends On Friday
Fidato Wealth, an independently owned and operated fiduciary financial advisory firm announced their annual “Fidato Wealth Holiday Supply Drive” which will benefit “Shoes and Clothes for Kids” (SC4K). Fidato Wealth will be joining with clients and friends to collect clothes for children in the Cleveland area at their office in Middleburg Heights through this Friday, Dec. 20.
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred and used—can generate […]
Fidato Wealth Advisors Selected For Leadership Medina County’s ‘Signature Class’
Tony D’Amico, CFP® CEO and Amy D’Amico, President of Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, Ohio, were both selected for participation in the exclusive Leadership Medina County’s “Signature Class.” This special leadership program brings together cross-industry, established leaders who reflect the diversity of Medina County to focus on civic needs of the
Work Smarter Not Harder
RECLAIM YOUR TIME AND ENERGY TO LIVE YOUR BEST LIFE Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not […]
How Playing the Long Game Could Help Build Wealth Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along the way […]