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

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 MARKET”? Will a market or even a group of markets go down 20-30% at some point. Absolutely yes. But it’s not likely they all go down at the same time. We build portfolios to be non-correlated which means they are designed to not be all moving in the same direction at the same time. In addition, you may own, like I do, other assets like fixed

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 know my clients. I know the challenges they face. They aren’t like the broad group of people out there and the way I manage their portfolio isn’t like the rest of the industry either. This article was written by me for YOU. I think about and care deeply about all my client’s balance sheets. I see many people beginning to crack under the pressu

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 advisor. I don’t take it lightly and I am so happy that you placed your trust in me. Some context: I came into the financial advising business in 1998. Some of the things I’ve seen during my 22 years are · The dot com/tech crash · “Y2K” · The 9/11 Terror attacks · The recession of early 2000’s · The Real Estate and mortgage crisis of 2

Before Google was “Google,” before Facebook was “Facebook,” before AutoZone was “AutoZone,” and before Walmart was “Walmart,” those names meant literally nothing to any of us. Seriously, what’s in a name? What in the world is a “Twitter” or a “McDonalds”? By themselves those mean nothing. If Facebook would have been a bad product or technology we would never have heard of it...or it would have been a punchline like “Myspace” has become. So, what exactly is my previous agenc