Blog | josephdelisi

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Aug 21
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 kn...

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Joe DeLisi

Apr 13
0 min

Let Us Worry for You

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Joe DeLisi

Mar 15
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 ad...

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Joe DeLisi

Jan 29
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
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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A SERIES OF SMALL, COMPOUNDING, BAD DECISIONS

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 coach...

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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 offici...

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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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That's Not Investing... That's Speculating

Joe DeLisi

Jul 14, 2017
5 min

That's Not Investing... That's Speculating

One thing the human animal is notoriously bad at is learning from our own history. I think this is because we are emotional creatures, n...

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Joe DeLisi

Jun 19, 2017
3 min

Financial Cuddling

Funny 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...

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“I’m IN!!!! Wait…I’m Out”; Why 90% Of America is Lost.

Joe DeLisi

Apr 26, 2017
4 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 resp...

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Joe DeLisi

Mar 23, 2017
4 min

90%, 10% and 1% People

We 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% peop...

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Is the Stock Market too High to invest right now?

Joe DeLisi

Dec 14, 2016
3 min

Is 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...

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Joe DeLisi

Dec 14, 2016
5 min

Not My First Rodeo

I 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 talk...

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Joe DeLisi

Nov 15, 2016
5 min

The Tyranny of Stuff

I have written before about what I refer to as Lifestyle Addiction™. Simply put this is an addiction to a Lifestyle to the point that, j...

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OMG!! It's an Election Year, What Will the Market Do?

Joe DeLisi

Sep 22, 2016
3 min

OMG!! It's an Election Year, What Will the Market Do?

Have you asked this question? Be honest. It’s ok. You probably have. I think most people have asked this question and it only makes s...

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The Most Important Part of Your Financial Health... That you don't want to address.

Joe DeLisi

Sep 12, 2016
4 min

The Most Important Part of Your Financial Health... That you don't want to address.

Investment allocations? Savings rates? Protection? Real Estate? Taxes? Debt? What is it??? What is the most important thing for your...

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Joe DeLisi

Sep 12, 2016
4 min

One Day

There is no end zone. There is no goal line. There is only today. There is no end zone. There is no goal line. There is only today. I...

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Joe DeLisi

Aug 23, 2016
5 min

Thirty Second Budget

One of the worst financial tasks people have to conquer is creating a budget. And the financial industry has done everything in its powe...

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Joe DeLisi

Jul 18, 2016
4 min

Why Doesn't Everyone Do This?

I use this Facebook page to communicate to my financial clients and other advisors who I coach. Every time I sit down to write something...

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Joe DeLisi, CFP® , ChFC®

Financial Planner

A full service boutique financial planning firm

Good Drivers Are Good Investors

Let Us Worry for You

Allow Me To “Worry” For You

A New Year Brings New Opportunities and Changes to Joe DeLisi and WestPac Wealth Partners

When Markets Turn!

A SERIES OF SMALL, COMPOUNDING, BAD DECISIONS

When Markets Turn

Whats in a Name?

That's Not Investing... That's Speculating

Financial Cuddling

“I’m IN!!!! Wait…I’m Out”; Why 90% Of America is Lost.

90%, 10% and 1% People

Is the Stock Market too High to invest right now?

Not My First Rodeo

The Tyranny of Stuff

OMG!! It's an Election Year, What Will the Market Do?

The Most Important Part of Your Financial Health... That you don't want to address.

One Day

Thirty Second Budget

Why Doesn't Everyone Do This?