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“Economists are often asked to predict what the economy is going to do. But economic predictions require predicting what politicians are going to do – and nothing is more unpredictable.” – Thomas Sowell, American Economist There has been ongoing debate about the impact of import tariffs on inflation. The common assumption is that tariffs lead […]

Forza Wealth Management makes InvestmentNews ranking of fastest-growing fee-only Registered Investment Advisors in the U.S. for 2024 SARASOTA, FL – Forza Wealth Management, a fee-only, SEC Registered Investment Advisor (RIA) based in Sarasota, Fla., was honored to learn that it had been recognized by InvestmentNews as one of the Fastest-Growing Fee-Only RIAs in the United […]

Diane M. Huntley, CFA to lead Investment Advisory Board, help guide firm’s decision-making process SARASOTA, FL – Forza Wealth Management, a fee-only, SEC Registered Investment Advisor, is pleased to announce the addition of Diane M. Huntley, CFA, to its leadership team. A highly respected portfolio manager, with more than 30 years of experience, Huntley will […]

Bursting Bubbles and Broken Brains: The Madness of the South Sea Scheme by Timothy J. Videnka, CFA, CFP® “Bubbles, bright as ever Hope Drew from fancy – or from soap; Bright as e’er the South Sea sent From its frothy element! See!—But hark my time is out — Now, like some great water-spout, Scaterr’d by […]

How To Evaluate Today’s Housing Market By Michael E. DeMassa, CFA, CFP®, AEP® “Remember, cash is a fact, profit is an opinion.” – Al Rappaport, American economist, educator and author In early 2012, Warren Buffett mentioned in an interview with CNBC’s Becky Quick that he would buy up a couple hundred thousand single-family homes if […]

New Asset Classes or Market Mirage? A Closer Look at Modern Investments by Timothy J. Videnka, CFA, CFP® “You can measure opportunity with the same yardstick that measures the risk involved. They go together.” – Earl Nightingale An asset class is a group of financial instruments that exhibit similar characteristics, behave similarly in the marketplace, […]

SARASOTA, FL – Michael E. DeMassa is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC). This achievement affirms DeMassa’s skills and expertise as well as his belief in the team concept of estate planning. DeMassa is Founder and Principal of Forza Wealth Management. He graduated […]

7 Key Points to Ponder Before Delaying Until Age 70 By Michael E. DeMassa, CFA, CFP® In contrast to what most academic papers suggest, when it came time to advise my mother on her Social Security benefits, the decision was clear. Throughout my career, I had read numerous financial planning articles crunching hypothetical numbers indicating […]

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 […]

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 […]