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

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

How to wreck your investment and savings portfolio Step 2. Confusing Needs and Wants and Your ability to Rationalize; the components of Lifestyle Addiction™. In part one of this series we discussed how you could make sure of failure in finance if you just spent a bunch of time talking to other people who aren’t really experts in the subject matter. This could be the media or it could be the Internet or maybe even your best bud. Today let’s discuss another tried and true met

Job Description: I am looking for a team player with strong analytic, mathematic and research skills. Your daily responsibilities are to attend to my every need at a casino blackjack table. Specifically I will need the applicant to be able to tell me when to hit, stand, surrender, double down, split etc. Your advanced application of mathematics and your extensive research capabilities will be relied on to make sure that I always beat the house. Of course you should be strong

I can sum up almost 20 years of experience in the world of personal finance in four words. In my business I travel a lot to speak at various functions. When I speak, it can be for anywhere from two hours to two days. No matter the venue or the duration of the event, the question I am most asked is, “What’s one piece of advice you have for someone just starting out?" This is a great question, and I actually have a great answer. First, in order to take this advice, you need t