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Joe DeLisi
Mar 30, 20163 min read
Execution is King
With almost two decades in the financial services world I have vast experience in observing the human animal. I have counseled hundreds...
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Joe DeLisi
Mar 24, 20163 min read
March Madness and Your Retirement Plan
I’m a University of Maryland alumnus. I spend all of March explaining to my wife and children what a Terrapin is (a vicious,...
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Joe DeLisi
Feb 27, 20163 min read
What's next?
I used to hate change. When I was a kid, I was the last one to take off my “Jams” shorts and my “Air Jordan” Hightop shoes. I walked...
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Joe DeLisi
Feb 17, 20162 min read
3rd Grade Math is Killing You
In 1983, I was in the third grade. That’s when I first realized that money was important. I can remember vividly that the concept of a...
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Joe DeLisi
Feb 17, 20162 min read
Now Hiring Blackjack Players
Job Description: I am looking for a team player with strong analytic, mathematic and research skills. Your daily responsibilities are to...
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Joe DeLisi
Feb 10, 20162 min read
Principles Matter
Principles matter. Principles, rather than feelings, allow you to know what to do when life gets confusing. In the midst of chaos, you...
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Joe DeLisi
Feb 3, 20162 min read
Robo-Advisors are Great! (at being robots)
I started in the financial advising business in 1998. Windows ’95 was still a baby and the internet had not yet made it’s mark (most...
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Joseph DeLisi
Jan 5, 20162 min read
New Beginnings
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...
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