Joe DeLisiJan 215 minWow, That’s a lot of International!The Christmas season is a time of relaxation (or trying to) and celebration. Most people use it as a time to wrap things up for the year...
Joe DeLisiOct 28, 20212 min“Will the market go down 20-30%”?For those of you who have been clients for some time, you may already know what I may say to the question posed in the title: “WHICH...
Joe DeLisiSep 14, 20216 minI’m Always Worrying for youIn March of 2020 I began to write what I was feeling at the time. That feeling was a type of worry. I wasn’t worried that markets would...
Joe DeLisiJul 13, 20219 minLearning Finance Through Jiu Jitsu4 years ago, I wrote a blog post (read it HERE) about my son who just began his journey in the martial art of Brazilian jiujitsu. Just...
Joe DeLisiFeb 5, 20214 minWhy The “Short Squeeze” Was Not an Investment StoryRecently a little-known struggling retail gaming store became the rage across social and legacy media. For a good week or so you simply...
Joe DeLisiDec 29, 20205 min2020...The Year That Taught Us All That Discipline Makes a Good InvestorOn January 3rd of 2020 I responded to a client email who was asking about advice she received from a trusted family member. The advice...
Joe DeLisiAug 21, 20205 minGood Drivers Are Good InvestorsI’ve always resisted my industry’s penchant for pre-written newsletters that advisors put their names on and email out as their own. I...
Joe DeLisiMar 15, 20204 minAllow Me To “Worry” For YouWhat I am doing to stay on top of markets during scary times Allow me to begin this month’s article by saying it’s an honor to be your...
Joe DeLisiJan 29, 20203 minA New Year Brings New Opportunities and Changes to Joe DeLisi and WestPac Wealth PartnersBefore Google was “Google,” before Facebook was “Facebook,” before AutoZone was “AutoZone,” and before Walmart was “Walmart,” those names...
Joe DeLisiJan 10, 20204 minWhen Markets Turn!WHEN markets turn it can come as a complete surprise to even the most experienced person. We often don’t know when the market has officiall
Joe DeLisiJul 10, 20183 minA SERIES OF SMALL, COMPOUNDING, BAD DECISIONSBecause I view myself first and foremost as a financial coach to my clients rather than a financial planner, I, myself have several...
Joe DeLisiJan 9, 20184 minWhen Markets TurnWHEN markets turn it can come as a complete surprise to even the most experienced person. We often don’t know when the market has...
Joe DeLisiOct 24, 20173 minWhats in a Name?Before Google was “Google”, before Facebook was “Facebook”, before AutoZone was “AutoZone” and before WalMart was “Walmart”, those names...
Joe DeLisiJul 14, 20175 minThat's Not Investing... That's SpeculatingOne thing the human animal is notoriously bad at is learning from our own history. I think this is because we are emotional creatures,...
Joe DeLisiJun 19, 20173 minFinancial CuddlingFunny title for a financial blog huh? As always, there is a backstory to it. My 7-year-old boy recently started training Jiu-Jitsu. For...
Joe DeLisiApr 26, 20174 min“I’m IN!!!! Wait…I’m Out”; Why 90% Of America is Lost.Everyone falls in love with an idea. The idea of being fit. The idea of having a loving and joy filled marriage. The idea of raising...
Joe DeLisiMar 23, 20174 min90%, 10% and 1% PeopleWe hear about “1 percenters” in the context of those who make a 1% tier income. I want to talk to you about a different group of 1%...
Joe DeLisiDec 14, 20164 minIs the Stock Market too High to invest right now?Ask a group of people to raise their hand if they think they are a below average driver. Hardly anyone raises their hand when asked that...
Joe DeLisiDec 14, 20165 minNot My First RodeoI first heard that phrase in 1992. My high school baseball coach used it as a response to some question. I had no idea what he was...