News and Commentary
Exciting News: Introducing Dadko Wealth Management!
Exciting News: Introducing Dadko Wealth Management!
After many years of using Sailfish Wealth Management as our group name, we have decided to simplify it to Dadko Wealth Management.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 10, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 06, 2025
Outlook 2025
Attached is our Outlook 2025 special report, Janney’s Investment Strategy Group's expectations for the economy, equity and fixed-income markets, and the investment implications for the year ahead. It is a short report but I would recommend focusing on page 2 (Overview) and Page 6 (Risks, Conclusion and Investment Implication). If you would like to discuss this or have other topics to discuss, email me at MDADKO@Janney.com. Happy New Year!
December 23, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Not all Financial Advisors prioritize this for their clients. If you don't have a financial plan, call me. 772-219-2026
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
