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With S&P 500 near record highs, it’s time to reconsider the set-it-and-forget-it strategy, some experts say “The S&P 500 is broken,” said Michael DeMassa, who is a certified financial planner and chartered financial analyst, and the founder of Forza Wealth Management in Sarasota, Florida. Many investors assume investing in the S&P 500 index — through […]

Passing the CFA Exam Is Tough. AI Just Did It in Minutes. Forza Wealth Management founder Michael DeMassa isn’t worried about AI coming for analysts’ jobs, but he does fear AI automating low-level tasks that teach young CFAs key skills. “If all elementary schools gave kids calculators to learn times tables, then when they get […]

I’m 61, divorced and retired. My home is paid off and I get $6,150 per month, but somehow ‘I fritter away my check each month.’ Help.

Q2 2025 Market Commentary by Timothy J. Videnka, CFA, CFP® “The most important question anyone can ask is: What myth am I living?” – Carl Jung In my early twenties, I had the good fortune to land a job as a sales assistant on the bond desk at Lehman Brothers in New York City. It […]

I’m desperate to grow my money.’ I’m 78 with $10K a month in income and $500K+ in savings. But my expenses are $7K a month and I want to retire.

Shame on me … and shame on him.’ I bought 3 annuities from a financial planner, but what he said I was buying — and what I signed off on — weren’t the same. Now what?

We asked 10 financial advisers: What’s the secret to investing in CDs now, with a handful still paying 5% APY and up?

10 most, and least, expensive housing markets — and the salary needed to afford them (in this city, you’ll need to earn $272K just to afford the average home)

I’m 62 and my husband is 57 – and we need money help. We have 401(k)s, 3 investment properties and a home we live in. Can we retire in 5 years?

Financial advisors are divided over this RMD tax strategy. Other advisors say that navigating a down market through such strategies simply isn’t necessary if a client is invested properly in their retirement accounts. “We advise our clients who have reached the magical age of required minimum distributions that there should be a minimum of five […]