The media are back with scary predictions of things that will "wipe out the economy".  One of which is inflation.  But has anyone looked at history and how markets have done during inflationary periods?  Joe did!  Join him to look at what we can learn from history.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

The late 90's saw massive increases in the U.S. equities markets led by the "internet revolution" only to follow up with significant losses that took some investors over a decade to recover from.  But other investors weathered the storm much better.  Are in the same cycle now?  Joe looks at history and applies to current high flying stocks...

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

We look at how NOT sticking to your plan is very costly.  The second mistake people make is a deadly one and one that may keep you from retiring early, in the manner that you choose....or EVER.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

Do you even worry if you'll be able to retire?  You're not alone!  Joe discusses the number one mistake he sees and how to course correct it quickly!

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

Tariffs, economic data, war, politics...anything can make markets volatile and scary.  How do we react?  Sell it all???  NO!  In this episode Joe discusses the use of bonds in your portfolio. Why are they there?  What type are there?  How can they help us in downturns?  Tune in and find out! 

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

A 10 minute overview of who Joe is..family...history of how he built his business and what's next.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

Is it time?  Are we in a bubble? Joe tells you his thoughts from his 28 years going through multiple market corrections and crashes

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

Joe looks back to 2023 and 2024 industry predictions that never happened and looks forward to the 2025 predictions being just as wrong!  No one knows the future, but you can prepare your portfolio for the coming year without speculating or gambling.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

Just like watching football...where knowing the outcome of the game before hand takes away all uncertainty and all the fun in seeing the outcome unfold, uncertainty in the stock market brings with it it's own reward, namely RETURN.  With no uncertainty there is no risk.  With no risk, there is no risk premium or return to you!

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

You may be ecstatic or you may be depressed.  One thing is for sure...the market doesn't care how you feel.  Regardless of your political persuasion, markets tend to go up after elections.  In this episode Joe discusses recent election history and directions of the market post Election Day.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com