Joe DeLisi Financial

Joe recorded this one the day before the midterms, and he'll be the first to admit he's a political animal. "It's like sports to me," he says. He went to college right outside Washington, D.C., and he watches both sides of the aisle closely. So it may surprise you how little he thinks the results matter for your portfolio. In his words: "Election night is not an investment strategy." Joe walks through what he leans on instead. It starts with a written philosophy, one some of his clients can...

Joe is on X more than he'd like to be. Not for the professionals. He goes there to take the temperature of everyday investors, and right now, he says, people are "freaking out." So he asks the question his industry rarely says 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? Joe suspects ...

Time in the market beats timing the market. Joe calls that investing 101, and this episode isn't 101. Joe walks through how the portfolios he builds are actually put together, and why the answer to "why A and not B" can't be a hunch. "You don't want Joe out there saying, I just have a gut feeling," he says. The thinking goes back to the academics he studied when he first got licensed, about 30 years ago: Eugene Fama, Ken French and Harry Markowitz. "It's not my philosophy," Joe says. "It's on...

The emails and phone calls started with the same question: "Joe, is this time different?"Joe recorded this one on Thursday 24 September, with the screen red across the board. Treasury yields are high compared with the last decade, it's a midterm election year, and the headlines are doing what headlines do. Joe doesn't wave any of it away, including the national debt. He says plainly that he isn't "rubber stamping" anybody's fiscal policy.What he does instead is go back. Six times since 1966, ...

What if one of the biggest mistakes high-income people are making with their money isn’t about investing at all, but taxes? Joe DeLisi explains why there’s a big difference between avoiding taxes and simply deferring them. While tax deferral can have real benefits, continually pushing taxes into the future can create a significant tax burden later, especially for high-income executives, business owners, and W-2 earners approaching retirement. Joe looks at what can happen when too much wealth ...