Q3 2021 Market Commentary

October 29, 2021
Warby Parker Investors May Need Their Vision Checked At the end of September, eyewear maker Warby Parker went public via a direct listing on the New York Stock Exchange. If you are not familiar with the company, it was founded to solve the problem of eyewear being too expensive. Not only has the company been […]

Q2 2021 Market Recap

July 21, 2021
Inflation: Too Much, Too Little, or Not Much in the Middle? As the economic recovery has taken hold, thanks to the mass vaccination strategy here in the U.S., a debate has emerged in investment circles regarding inflation. The debate has centered around whether the increase currently seen in overall prices is here to stay or […]

Forza Wealth Management joins Fee-Only Network

May 11, 2021
Local firm joins select group of fewer than 2% of financial professionals that meet Fee-Only qualifications Forza Wealth Management, a Sarasota-based Registered Investment Advisor, proudly announces that it has joined the Fee-Only Network of financial advisors. A Fee-Only financial advisor is defined by three specific characteristics: they are only compensated by the client, without earning […]

Q1 2021 Market Recap

April 21, 2021
Piggly Wiggly: The Curious Case of Clarence Saunders and a Short Squeeze Gone Wrong Before the recent “meme stock mania,” which resulted in significant drama for companies like GameStop and AMC Entertainment, the annals of financial market history are littered with other so-called “short squeezes” that did not end well for those who bid up […]

Q4 2020 Market Recap

January 18, 2021
Not Using the “U” Word While we will resist the urge to use the “U” word* to describe 2020, we can’t help but look back and think about how events that might have normally taken years to unfold happened in just one. Whether it was the economic contraction from the Covid-19 pandemic, lockdowns, a waterfall […]

DeMassa selected as a ‘2020 Five Star Wealth Manager’

December 17, 2020
We are pleased to announce Sarasota investment advisor Michael E. DeMassa, CFA, CFP® was recently recognized with the 2020 Five Star Wealth Manager award. This is the fourth consecutive year DeMassa has been selected. DeMassa is founder and principal of Forza Wealth Management, an SEC-registered investment adviser based in Sarasota. He earned a bachelor’s degree […]

Forza Celebrates 5th Anniversary

November 16, 2020
Wealth management firm focuses on high level of service, adhering to the Fiduciary Principle and putting clients’ interests first SARASOTA, FL – Forza Wealth Management, an SEC Registered Investment Adviser based in Sarasota, is celebrating its fifth anniversary this month. Founder Michael DeMassa, CFA, CFP® left a corporate banking job in order to create the […]

Q3 2020 Market Recap

October 16, 2020

Forza Wealth Management tops $100M in assets under management

October 07, 2020
With financial milestone, Sarasota Registered Investment Adviser transitions registration to the SEC Read the story at Tampa Bay Newswire HERE SARASOTA, FL – Forza Wealth Management, a Sarasota-based Registered Investment Adviser, surpassed $100 million in assets under management and, as a result, transitioned the firm’s registration with the State of Florida to the United States […]
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