New SEC Rule Heightens Broker Responsibilities to Investors
Tony D’Amico, Fidato Wealth, quoted in “New SEC Rule Heightens Broker Responsibilities to Investors” in The Wall Street Journal article by Dave Michaels.
Do Annuities And 401(k) Plans Mix?
Tony D’Amico was quoted in Ben Mattlin’s article, Do Annuities And 401(k) Plans Mix? in Financial Advisor Magazine. Tony D’Amico, CEO and senior wealth advisor at Fidato Wealth in Middleburg Heights, Ohio, contends that annuities are “oversold completely. The biggest drawback with annuities as part of a 401(k) is that there are participants of many
Smart Ways to Take Control of a Trust
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago. Trouble is, too many families relinquish more control over their trusts than they need […]
Five Big Mistakes Executors Make — and How to Avoid Them
Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set up to do your […]
Sudden Wealth: What Should You Do If You Strike it Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich, but it can and does happen. Some big drivers of sudden wealth include: Receiving a substantial inheritance Getting a major settlement in a divorce or a lawsuit Receiving a […]
It’s Time to Get Serious About your Happiness
There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work each day and over the long term to make […]
Nonprofits Benefit Most from Corporate, Individual Gift Giving this Time of Year
In Nonprofits benefit most from corporate, individual gift giving this time of year, Fidato Wealth is encouraging members of the community to join staff and clients in dropping off new shoes, clothes and school supplies at its Middleburg Heights office. The plan is to help Shoes and Clothes for Kids charity.
Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children
Fidato Wealth and Shoes and Clothes for Kids Teaming Up to Raise Self-Esteem in Local Area School Children, Fidato Wealth announces that their firm will serve as a drop off location for clients and friends to collect shoes, clothes and school supplies for children in the Cleveland area this holiday season.
Fidato Wealth Recognized for Second Year in a Row in Financial Advisor Magazine
Fidato Wealth, a Middleburg Heights, Ohio Registered Investment Advisor, has been named to Financial Advisor magazine’s Top RIA Rankings for the second year in a row. The 2018 list was recently published by this respected financial services industry magazine. Founded by CEO and Senior Wealth Advisor, Tony D’Amico, CFP®, Fidato Wealth is an independent, fee-based financial advisory firm.
This Famously Tricky Investment Product Just Got Easier to Sell. Here’s What to Watch Out For.
Sales of fixed indexed annuities hit a record $17.6 billion in the second quarter of this year, 17% higher than second quarter 2016 and 21% higher than first-quarter sales results, according to LIMRA Secure Retirement Institute, an industry group. Tony D’Amico, CFP® at Fidato Wealth is quoted in this article by Money Magazine.
