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...

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...

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...