Joe DeLisi, CFP®, ChFC®, CExP®
Financial Advisor

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...

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...

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...

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...

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:...

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...

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...

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...

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...

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...

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...

Recently a little-known struggling retail gaming store became the rage across social and legacy media. For a good week or so you simply...

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...

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...

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...

Before Google was “Google,” before Facebook was “Facebook,” before AutoZone was “AutoZone,” and before Walmart was “Walmart,” those names...

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

Because I view myself first and foremost as a financial coach to my clients rather than a financial planner, I, myself have several...

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...