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 […]
Here’s Why You Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and […]
Fidato Wealth Announces Two-Night Retirement Planning Course
According to a recent survey by the Employee Benefits Research Institute (EBRI), only 27% of retirees feel that they have done a good job of preparing for retirement. To help improve this statistic and educate Cleveland-area residents, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced a continuing
Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable […]
Holiday Supply Drive Led By Fidato Wealth To Benefit ‘Shoes And Clothes For Kids’ Of Northeast Ohio Ends On Friday
Fidato Wealth, an independently owned and operated fiduciary financial advisory firm announced their annual “Fidato Wealth Holiday Supply Drive” which will benefit “Shoes and Clothes for Kids” (SC4K). Fidato Wealth will be joining with clients and friends to collect clothes for children in the Cleveland area at their office in Middleburg Heights through this Friday, Dec. 20.
