Joe DeLisi
How To Prepare Your Portfolio For 2024
2023 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...
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Joe DeLisi
Jun 13, 20234 min read
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, 20234 min read
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 4, 20234 min read
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, 20233 min read
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, 20223 min read
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, 20224 min read
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, 20225 min read
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, 20212 min read
“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, 20216 min read
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, 20219 min read
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, 20214 min read
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, 20205 min read
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, 20205 min read
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, 20204 min read
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, 20203 min read
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, 20204 min read
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, 20183 min read
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 8, 20184 min read
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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