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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.
40 Episodes
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Advisor Joe DeLisi spends more time on X than he'd like. Not for the professionals. He goes there to take the temperature of everyday investors, and right now, he says, people are "freaking out." So Joe asks a question advisors rarely say out loud: should you even be in the stock market? He starts with a thought experiment. Imagine knowing back in January that this year would bring a war with Iran, a closed Strait of Hormuz and oil up more than 50%. What would you have predicted for stocks? J...
Time in the market beats timing the market. Advisor Joe DeLisi calls that investing 101. This episode is the next level up. Joe walks through how the portfolios he builds are actually put together, and why the answer to “why own this and not that” can’t come from a hunch. The thinking traces back to the academics he first studied when he got licensed about 30 years ago: Eugene Fama, Ken French and Harry Markowitz. In Joe’s words: “It’s not my philosophy. It’s one I’ve adopted from people much...
Is this time different? With Treasury yields high and a midterm election weeks away, it's the question advisor Joe DeLisi has been hearing by email and phone all fall.Recording on Thursday 24 September, with markets red across the board, Joe takes the worry seriously. He doesn't dismiss the national debt or the headlines. He goes back instead. Six times since 1966, a midterm election arrived while Treasury yields were rising, and Joe walks through each one to see what happened next.From there...
Are high-income earners confusing tax deferral with tax avoidance? In this episode, we take a closer look at one of the biggest financial planning mistakes that can affect high-income business owners, executives, and W-2 employees: continually deferring taxes without considering what that future tax liability could look like. Tax deferral can be a valuable strategy, but it doesn’t make the tax disappear. Large balances in tax-deferred accounts can eventually create significant tax consequence...
Can AI Beat the Market? The Truth About AI, Investing & Human Behavior Can artificial intelligence be a better investor than a human? And more importantly, can AI actually beat the market? In this episode of the Westpac Wealth Investments Podcast, we take a closer look at the growing role of artificial intelligence in investing and separate what AI can realistically do from what investors may hope it can do. AI has one major advantage over human investors: it doesn't have emotions. Fear, ...
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