Joe DeLisiDec 6, 20235 minHow To Prepare Your Portfolio For 20242023 still has more than a month left as of the writing of this piece and even with only 10.5 months behind us, it’s been one of the most...
Joe DeLisiJun 13, 20234 minThe S&P 493 Has a Nice Ring To It But Not Much Return Note: all data points are taken directly from the S&P 500 index returns as of close of business May 25, 2023 The rules I preach to my...
Joe DeLisiMay 27, 20234 minDon't Date Your InvestmentsI have 6 kids, 3 of which are teenagers and 5 of which are daughters. So dating is a hot topic in the DeLisi household. One of the...
Joe DeLisiApr 5, 20234 minWhat can we rely on during downturns in the market?This won’t be the most exotic blog post I’ve ever written that’s for sure…but stick with me, because if you own whole life insurance or...