Insightful Questions that Can Ramp Up Your Success
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes. Here’s how they engage in […]
5 Reasons to Make Philanthropy a Family Affair
GETTING YOUR FAMILY INVOLVED IN CHARITABLE GIVING CAN CREATE A POWERFUL LEGACY. A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts. Many of you already make regular and sizable charitable contributions. And we know from research […]
Fidato Wealth Announces Christmas in July Supply Drive with Local Cleveland Charity ‘Shoes and Clothes for Kids’
After teaming up with “Shoes and Clothes for Kids” (SC4K) at Christmastime, Fidato Wealth felt moved once more to sponsor the charity with a Christmas in July Supply Drive to support the 54% of children in the Cleveland area who are living in poverty. Fidato Wealth will be joining with clients and friends to collect
Financial Advisor Magazine 2019 Ria Survey & Ranking Issue
For the third year in a row, Fidato Wealth has been recognized as a Top Advisor by the respected financial services industry magazine, Financial Advisor. The ranking is based on assets under management and comprises more than 600 firms. To be eligible, firms must be registered investment advisors and provide financial planning services to clients.
Elite Wealth Planning What It is and Why It Matters
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s a closer look at just what elite wealth planning is—how it works and how it can potentially have […]
What’s The Future Of Investing? 17 Experts Share Their Insights
Tony D’Amico, CFP was quoted as industry expert in Sam Mire’s piece on “What’s The Future Of Investing? 17 Experts Share Their Insights” in Disruptor Daily. The future of investing is going to change significantly, in fact, the change is underway. People place great value on having their investments managed optimally; however, people are looking for more than just
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 […]
