Joseph Lisanti CRPC Financial Advisor

05/22/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/12/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/07/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

04/24/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

04/20/2026

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term financial plan. Let’s connect if you’d like to review your investment portfolio’s risk profile or discuss other investment strategies in light of the recent uncertainty.

Explore 5 key signals investors should watch as developments in the Middle East unfold.

04/10/2026

Strong corporate earnings remain a bright spot in the current market environment. Despite continued geopolitical headwinds and elevated oil prices, the S&P 500 is on track for the sixth straight quarter of profit growth in Q1. Read more in this recent update from the Ameriprise Investment Research Group.

04/05/2026

Wishing you a bright, cheerful Easter! May your day be filled with fresh blooms, sweet treats, and time with the people who matter most. 🌷🐰

04/02/2026

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? I am here to help you make the most of it.

03/17/2026

Happy St. Patrick’s Day!

03/13/2026

When the markets fluctuate, it’s natural to feel uncertain about your portfolio. I can provide personalized advice to support your financial goals throughout all market cycles.