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Bringing you insights from WestPac Wealth Partners, a privately held wealth management firm dedicated to guiding clients through every aspect of their financial lives. Rooted in a client-first philosophy, we focus on turning your vision for the future into a lasting legacy.
With access to one of the most comprehensive financial product platforms in the industry, our team creates tailored strategies and life maps to help you build, protect, and grow your wealth. Recognized nationally for our outstanding workplace culture, we bring that same level of excellence and care to every client relationship.
15 Episodes
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The names change, but the game stays the same. In this episode, Joe DeLisi shares what three decades in the investment world have taught him about Wall Street’s repeating patterns — the hype, the “new” products, and the inevitable fallout. From dot-com to crypto to today’s AI boom, Joe explains why “this time is not different,” and how disciplined, evidence-based investing helps protect real wealth when the crowd chases the next big thing.
While headlines focus on the government shutdown, the real story is the $37 trillion U.S. debt and what it means for investors. In this episode, Joe DeLisi, Senior Partner at WestPac Wealth Investments, explains how rising interest payments and persistent deficits affect market performance, tax policy, and long-term planning. Tune in for Joe DeLisi's perspective on debt, taxes, and strategies to help protect portfolios in an uncertain fiscal future.
In this episode of WestPace Wealth Investments Podcast, your host, Joe DeLisi, dives into the buzz around artificial intelligence—and what it really means for investors. From Wall Street Journal headlines to insights from Harvard Business Review and New York Magazine, Joe breaks down why AI’s “revolution” may take decades, not months. He draws parallels to the dot-com boom and explains how history might be rhyming once again. Whether you’re anxious about robots taking over or curious how AI a...
The “Magnificent Seven” stocks have fueled big returns in recent years — but are they really the future of your portfolio? Joe DeLisi breaks down why concentrated bets can be risky and why true diversification, rooted in data, remains the smarter path.
In this episode of the WestPac Wealth Investments Podcast, Joe discusses the importance of understanding portfolio management, particularly focusing on the significance of August 22nd for investment strategies. He explains how he manages client portfolios by analyzing historical risk premiums and market trends, emphasizing the importance of not just building portfolios based on science but also actively monitoring their performance. Joe provides insights into how different market segments are...
Every decade has a “why didn’t I buy it?” stock story. For the 2010s, it’s Nvidia. Joe unpacks why these stories are so tempting—and why hindsight investing doesn’t build real wealth. Learn how biases like recency and performance chasing sneak into decisions, and what a math-and-process plan looks like instead.
In this episode, Joe DeLisi discusses the recent sale of the Los Angeles Lakers and compares it to potential investment returns from the S&P 500 and other asset categories. He highlights the importance of understanding different investment avenues and the need for a diversified portfolio that aligns with individual financial goals. The conversation emphasizes that while the Lakers may have a nostalgic and entertainment value, other investments could yield better financial returns over time.
In this episode of the WestPac Wealth Way Investment podcast, Joe DeLisi discusses the importance of understanding investment fees and the value of diversification. He emphasizes that while the S&P 500 is a popular investment choice, it is not the only option and may not always yield the best returns. Joe analyzes historical data to illustrate the risks of relying solely on the S&P 500 and advocates for a balanced portfolio that aligns with individual financial goals. He also highligh...
In this episode of the WestPac Wealth podcast, Michael Palmer discusses the recent rise of gold as an investment option, particularly in light of the underperformance of tech stocks. He delves into the risk-return relationship of gold compared to other assets, emphasizing the importance of understanding standard deviation and historical performance. The conversation highlights the need for efficient portfolio management and questions the true value of gold in uncertain times.
In this episode, Joe DeLisi discusses the concept of market crashes, particularly focusing on the S&P 500 and the historical context of market corrections. He emphasizes that while media often incites fear about potential crashes, most do not materialize. The podcast highlights the importance of diversification in investment portfolios and encourages a long-term perspective on investing, regardless of short-term market fluctuations.
In this episode of the Westpac Wealth Investment podcast, Joe DeLisi discusses the evolving mindset of investors, particularly high net worth individuals, who transition from fearing they won't have enough to worrying about whether they are doing enough with their investments. He emphasizes that complexity in portfolio management is often unnecessary and advocates for a straightforward approach to investing, focusing on equities and bonds without getting caught up in complicated strategies.
In this episode of the Westpac Wealth Investment podcast Joe DeLisi discusses the role of bonds in investment strategies, emphasizing their function as a tool for reducing volatility rather than generating returns. He explores the dynamics of short-term versus long-term bonds, the impact of interest rates and inflation on bond values, and the importance of aligning fixed income investments with portfolio goals. The conversation highlights the risks associated with chasing yield and the benefi...
In this episode, Joe DeLisi discusses the implications of inflation on investment portfolios, emphasizing the importance of asset ownership. He reviews historical inflationary periods and their effects on various markets, highlighting that stocks often perform well during inflation. Joe encourages listeners to remain invested and diversified, especially during times of economic uncertainty. Chapters 00:00 Understanding Inflation's Impact on Portfolios 03:10 Historical Context: Inflation a...
In this podcast, the host discusses the current state of the markets, drawing parallels to historical events, particularly the COVID-19 pandemic. The conversation emphasizes the emotional nature of market movements and the importance of maintaining a long-term perspective in investing. The host also outlines the current administration's economic policies and their potential impact on the markets, while providing insights into investment strategies for different client profiles.
In this podcast, Joe DeLisi discusses the current market sell-off and the impact of tariffs on global markets. He emphasizes the importance of understanding historical data and market reactions to tariffs, providing insights from various time periods. DeLisi highlights the role of small caps and international stocks in investment strategies and reassures clients about navigating market volatility. He stresses the need for evidence-based financial advising and the importance of diversification...
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