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Q2 2024 Market Commentary

July 08, 2024
Domination, Concentration, and Risk by Timothy J. Videnka, CFA, CFP® “It’s like déjà vu all over again.” – Lawrence Peter “Yogi” Berra As widely followed broad stock market indices notched new all-time highs with regularity this year, we thought it would be important to, once again, highlight some common misperceptions regarding a well-known index. To […]

Q1 2024 Market Commentary

April 26, 2024
Extend and Pretend: Part Deux by Timothy J. Videnka, CFA, CFP® “Trees don’t grow to the sky” – German Proverb As interest rates have risen over the course of the last 24 months and the likelihood of interest rate cuts in 2024 has decreased considerably, one of the more interest rate sensitive sectors of the […]

Q4 2023 Market Commentary

January 17, 2024
Reviewing A Math Lesson IRL (In Real Life) by Timothy J. Videnka, CFA, CFP® “Obvious’ is the most dangerous word in Mathematics.” – Eric T. Bell, Mathematician Historically, the stock market has gone up approximately 70% of the time, in calendar year terms. During periods when it has not risen, there have been some major […]

KISS Investment Principle

December 04, 2023
The KISS Investment Principle: Keep It Simple & Sound by Michael E. DeMassa, CFA, CFP® Yes, the last “s” is modified from the original KISS principle – “Keep it simple, stupid!” – that was first noted by the U.S. Navy’s “Project KISS” in 1960 and popularized in the 1970s. This slight change should keep me […]

Q3 2023 Market Commentary

October 30, 2023
The Inflation Fight Continues “Anything worth doing is worth overdoing.” – Mick Jagger (Rolling Stones) The Federal Reserve continues its fight to bring inflation down to its two percent target on the Consumer Price Index (CPI). Recently, Jerome Powell and his flock of Fed governors have turned to using words to influence markets. Sayings like […]

Q2 2023 Market Commentary

July 28, 2023
Priced for Federal Reserve Perfection “If you can walk away from a landing, it’s a good landing. If you use the airplane the next day, it’s an outstanding landing.” – Chuck Yeager As of this writing, the Federal Reserve raised the federal funds rate at its July confab to the range of 5.25 to 5.50%. Much […]

Forza Wealth Management Surpasses $250 Million in Assets Under Management

July 15, 2023
Financial milestone is a testament to Forza’s dedication to their clients’ success SARASOTA, FL – Forza Wealth Management, a Sarasota-based SEC Registered Investment Adviser, is pleased to announce that the firm has surpassed $250 million in assets under management (AUM). Most of the growth has come from client and professional referrals, which reflects the firm’s […]

Forza Wealth Management’s Kimberly Evener earns CTFA designation

May 30, 2023
Certified Trust & Fiduciary Advisor professional certification affirms excellence in the wealth management 
and trust industry SARASOTA, FL (May 30, 2023) – Kimberly Evener, Director of Client Services for Forza Wealth Management, was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association (ABA). ABA professional certifications promote the […]

Q1 2023 Market Commentary

April 26, 2023
One Foot on the Brake and One Foot on the Gas   “Driving a car while having one foot on the brake and one foot on the gas will make your neck very sore.” – Unknown Foot on the Brake: Interest Rate Increases The long and variable lagged impacts of steady interest rate increases since […]

Q4 2022 Market Commentary

January 27, 2023
Don’t Fight the Ebb Tide As the Federal Reserve has continued to raise interest rates in line with its commitment to fight inflation, the tightening of monetary policy and the draining of liquidity from the financial system has revealed some unsavory acts, notably in cryptocurrencies and particularly regarding so-called crypto exchanges. Recently, some of the […]