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 volatile years since 2008.  I’m not talking about ups and downs of the markets; I’m talking about the financial and worldwide news stories we’ve had to digest in 2023.  Here’s a list of just a few:   ·       The Fed ever increasing rate hikes to battle high inflation ·       Three of the largest bank failures in U.S. history ·       ANOTHER

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 and to spend time with friends and family. I used this Christmas season to look back and see if the international exposure in my clients’ portfolios was still academically sound…for me, that IS relaxing. When you have 6 kids under the age of 14 like we do, you find relaxation in weird places. If you’ve been with me as a client for any am

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...