Fidato Wealth

In the News

03 Oct

Technology, Business Growth and DOL: New Insights from Industry Insightfuls

  • Posted by Leesy Palmer
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  • Marie Swift
Tony D’Amico, CFP®, CEO and Lead Advisor of Fidato Wealth was one of three “industry insightfuls” interviewed by Marie Swift for her podcast, Best Practices in the Financial Services Industry Podcast. Marie Swift writes, “These three subject matter experts spent some time conversing with me about the challenges and opportunities they see in the financial
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20 Sep

Advisor Teams Can Be a Win-Win for FAs and Clients

  • Posted by Leesy Palmer
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  • FinancialAdvisorIQ
Tony D’Amico is interviewed on the benefits of operating as a team in this article, “Advisor Teams Can Be a Win-Win for FAs and Clients,” by Emily Brower Auchard in Financial Advisor IQ.
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06 Sep

Budget Leaks You Should Plug Now

  • Posted by Leesy Palmer
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  • GoBankingRates.com
Cameron Huddleston of GoBankingRates.com quotes Tony D’Amico, CFP®, CEO, The Fidato Group, in her piece on “Budget Leaks You Should Plug Now.” D’Amico gives helpful suggestions to readers on saving money on mortgage rates, insurance quotes, cable television and things that aren’t important to them.
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10 Jul

Here’s why investors shouldn’t panic over Brexit

  • Posted by Leesy Palmer
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  • Cleveland.com
Tony D’Amico, writes a guest column for Cleveland.com, “Here’s why investors shouldn’t panic over Brexit.” D’Amico is the Founder and CEO of The Fidato Group, a Registered Investment Adviser in Strongsville, which specializes in Comprehensive Wealth Management and Retirement Planning.
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24 May

Will Fledgling Fee-Based Variable Annuities Take Flight?

  • Posted by Leesy Palmer
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  • Financial Advisor
In “Will Fledgling Fee-Based Variable Annuities Take Flight?”, Chris Robbins writes that advisors who were already fiduciaries, like RIAs, products like Monument Advisor were the only ways to offer the benefits of an annuity’s tax deferrals. At the Fidato Group, a Strongsville, OH-based RIA, Tony D’Amico says that some clients have been offered Jefferson National’s
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24 May

Can Variable Annuities Evolve To Survive The DOL Rule?

  • Posted by Leesy Palmer
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  • Financial Advisor
Tony D’Amico, CEO of The Fidato Group, is quoted in Chris Robbin’s article, “Can Variable Annuities Evolve To Survive The DOL Rule?” The highest cost annuities likely won’t survive past the DOL rule’s effective date in April 2017, says D’Amico, because advisors likely won’t be able to justify the expense clients would pay for the
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19 May

Should You Contribute to a Traditional IRA or a Roth IRA?

  • Posted by Leesy Palmer
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  • US News & World Report
Tony D’Amico, CEO of The Fidato Group, is quoted in “Should You Contribute to a Traditional IRA or a Roth IRA?” The right decision each year is going depend on your age, what retirement savings you already have, your current tax bracket and what you expect your financial picture to be in retirement. “If clients
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06 Apr

Financial Advisor: Beware the Fiduciary Rule’s Unintended Consequences

  • Posted by Leesy Palmer
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  • Financial Advisor
Tony D’Amico, chief executive officer of The Fidato Group, is quoted as saying, “I hope it (the rule) produces its intended result, since previous legislation has come out and defined different advisors and their level of care but has largely been ignored and unenforced. I hope that this leads to disclosures and required practices that
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