Joe DeLisi
The 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...
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Joe DeLisi
- May 27
- 4 min
Don't Date Your Investments
I 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...
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Joe DeLisi
- Apr 5
- 4 min
What 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...
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Joe DeLisi
- Jan 13
- 3 min
2022 Year in Review
First the bad news (all figures as of 12/31/2022): • S&P 500: -19.44% • International Stocks (MSCI ex US): -16.15% • Nasdaq Composite:...
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Joe DeLisi
- Sep 22, 2022
- 3 min
Remember When
All of the following are recent history and all of them were supposed to mean market crashes that would wipe investors out…. but none of...
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Joe DeLisi
- Jun 22, 2022
- 4 min
Stagflation and your money
If we’ve learned anything over the last few years (or decades) it’s that the media is really good at scaring us. The current “thing” is...
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Joe DeLisi
- Jan 21, 2022
- 5 min
Wow, 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...
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Joe DeLisi
- Oct 28, 2021
- 2 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...
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Joe DeLisi
- Sep 14, 2021
- 6 min
I’m Always Worrying for you
In 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...
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Joe DeLisi
- Jul 13, 2021
- 9 min
Learning Finance Through Jiu Jitsu
4 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...
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Joe DeLisi
- Feb 5, 2021
- 4 min
Why The “Short Squeeze” Was Not an Investment Story
Recently a little-known struggling retail gaming store became the rage across social and legacy media. For a good week or so you simply...
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Joe DeLisi
- Dec 29, 2020
- 5 min
2020...The Year That Taught Us All That Discipline Makes a Good Investor
On January 3rd of 2020 I responded to a client email who was asking about advice she received from a trusted family member. The advice...
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Joe DeLisi
- Aug 21, 2020
- 5 min
Good Drivers Are Good Investors
I’ve always resisted my industry’s penchant for pre-written newsletters that advisors put their names on and email out as their own. I...
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Joe DeLisi
- Mar 15, 2020
- 4 min
Allow Me To “Worry” For You
What 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...
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Joe DeLisi
- Jan 29, 2020
- 3 min
A New Year Brings New Opportunities and Changes to Joe DeLisi and WestPac Wealth Partners
Before Google was “Google,” before Facebook was “Facebook,” before AutoZone was “AutoZone,” and before Walmart was “Walmart,” those names...
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Joe DeLisi
- Jan 10, 2020
- 4 min
When 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
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Joe DeLisi
- Jul 10, 2018
- 3 min
A SERIES OF SMALL, COMPOUNDING, BAD DECISIONS
Because I view myself first and foremost as a financial coach to my clients rather than a financial planner, I, myself have several...
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Joe DeLisi
- Jan 9, 2018
- 4 min
When 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...
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Joe DeLisi
- Oct 24, 2017
- 3 min
Whats in a Name?
Before Google was “Google”, before Facebook was “Facebook”, before AutoZone was “AutoZone” and before WalMart was “Walmart”, those names...
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