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.
Forbes 2025 Best-In-State Wealth Advisor List
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April 11, 2025
FORBES 2025 BEST-IN-STATE WEALTH ADVISORS LIST
We are excited and honored to announce that Michael D. Dadko, CFP®️, CLTC®️, CDFA®️ has been recognized on Forbes 2025 Best-In-State Wealth Advisors List.
Thank you to everyone who has supported our practice and my efforts to provide the best wealth management and financial planning has to offer, making it possible for me to receive this distinction.
I look forward to many more years in the industry and the challenge of maintaining the standard we’ve achieved.
*For more information about any awards referenced, including relevant criteria, please visit https://www.janney.com/awards-disclosures.
Research & Insights
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Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
