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.
Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights
In “Ohio-Based Financial Services Firm Fidato Wealth Relocates to Middleburg Heights,” Tony D’Amico, CFP® Fidao Wealth, announces the firm’s move to Middleburg Heights and the addition of a new member of the services team.
Fidato Wealth Moves to Middleburg Heights
“Fidato Wealth moves to Middleburg Heights” was announced in Crain’s Cleveland Business.
Fee Pressure Driving Asset Managers into Wealth Management
Tony D’Amico, CFP ® Fidato Wealth was quoted in “Fee pressure driving asset managers into wealth management” in InvestmentNews by journalist Jeff Benjamin.
Separate Finances Can Be a Lot Trickier for Couples in Retirement
Tony D’Amico, CFP® Fidao Wealth in Strongsville, OH was quoted in The Wall Street Journal article, Separate Finances Can Be a Lot Trickier for Couples in Retirement by writer Cheryl Winokur Munk.
