News

‘Is this a thing people do?’ I’m 62 and not retiring anytime soon. I’m thinking of moving my managed, rollover IRA back into my 401(k). Is that a dumb idea? “It depends on what goals you’re trying to accomplish,” says certified financial planner Michael DeMassa at Forza Wealth Management.

Best Mutual Funds: Are Value Funds Critical For Diversification? “Value funds may not be ‘lagging’ growth funds from a risk-adjusted perspective,” said Michael DeMassa, a certified financial planner in Sarasota, Fla. “When everything’s going up, you don’t understand the level of risk you’re taking. We like to add value funds to buffer the concentration in […]

35 financial experts, including Suze Orman, Ramit Sethi, Peter Lynch and Mark Cuban share words of wisdom on saving, spending, investing, retirement and much more. REASONS NOT TO DELAY “Insolvency concerns aren’t the only reason retirees file for benefits before age 70, says Michael DeMassa, a CFP with Forza Wealth Management in Sarasota, Fla. For […]

By Michael E. DeMassa, CFA, CFP®, AEP® The question isn’t whether Roth conversions are “good” or “bad.” The real question is:  When do they make sense? Recent tax law changes (particularly the SECURE Act) have shifted how we evaluate IRA planning. What used to be a “defer as long as possible” strategy now requires a […]

SARASOTA, FL – Forza Wealth Management is proud to announce that founder and principal Michael DeMassa, CFA, CFP®, AEP® has been named a 2025 Five Star Wealth Manager by Five Star Professional. This prestigious distinction marks Michael’s ninth year winning the honor, placing him among a select group of top financial professionals recognized for excellence […]

“For all fund investors, NAV is supposed to stand for ‘net asset value.’ For some, however, it’s turning out to mean ‘not actual value.’” Jason Zweig, The Wall Street Journal, “When Your Private Fund Turns $1 Into 60 Cents” [December 19, 2025] In this installment of our newsletter, we wade into the ever-murky waters of […]

My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start? When working with complex estates, certified financial planner Michael DeMassa at Forza Wealth Management says having the right team of independent […]

Ten years ago, wealth manager Michael DeMassa, CFA, CFP® left a corporate banking job in order to create Forza Wealth Management from the ground up, with a sole focus on providing sound investment advice to clients. Now, the Fee-Only advisory firm has a team of five providing custom-tailored wealth management services and managing nearly $400 […]

Bond ETFs “are basically funding our clients’ living expenses, so we need to be liquid and high quality,” said certified financial planner Tim Videnka, chief investment officer and principal with Forza Wealth Management in Sarasota, Florida.

“At this point, the S&P 500 looks less like a 500-stock index and more like a high-tech holding company with a side order of everything else.” Every decade tells a story and the one told today by the S&P 500’s top 10 holdings might as well be a rerun – on steroids. In 1985, the […]