Reclaim Your Time: Finding the Right Work-Life Balance
Too many of us put our work first and our lives second—and end up with little to no time for ourselves, our health, our families and all the other aspects of life that really matter to us. But it doesn’t have to be that way. In this month’s Flash Report, you’ll discover […]
Importance of Family Governance
Family governance seeks to balance the competing needs of family members when there is substantial family wealth or business interests. But how family governance is structured can make a big difference in keeping family wealth and relationships in good shape. This month’s Flash Report sets out what good governance looks like. KEEPING FAMILY […]
How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or your elderly parents—might require new types of never-before-needed assistance. With that in mind, here’s a […]
‘It’s the Ultimate Reset’: How Lockdown Can Improve UK and US Financial Planning
In the third and final part of their US and UK financial planning discussion, “‘It’s the ultimate reset’: How lockdown can improve UK and US financial planning,” CityWire leads a group of top advisors to take a look at what firms might learn from the lockdown and how they might come out of it stronger. […]
US and UK Advisors Find Reasons for Optimism Amid the Crisis
In part two of our transatlantic discussion, “US and UK advisors find reasons for optimism amid the crisis,” CityWire podcast looks at how financial planners in the UK and US are still engaging with their clients, and how technology is being used to offer the best service possible in an otherwise testing moment. Tony D’Amico, […]
Transatlantic Leaders: Watch Our Cover Stars Share Tips with Us IFAS
In this first podcast in a series of three titled, “Transatlantic leaders: watch our cover stars share tips with US IFAs,” hosted by Ian Horne of Citywire, Tony D’Amico stressed importance of calm, unwavering leadership in the time of COVID-19. Tony also said he took immediate steps with client communication when they transitioned to working […]
Fox8 Cleveland Interviewed Tony D’amico of Fidato Wealth on the Cares Act
Tony D’Amico, CFP®, Founder and Managing Partner of Fidato Wealth, joins Fox 8 News Cleveland’s Natalie Herbick on a Facebook Live stream to discuss the CARES Act Stimulus package, as well as what tax credits individuals can receive, unemployment questions, details on forgivable loans and more.
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 […]
