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Friday, February 23, 2024

Unlock the mysteries of market behavior during Presidential elections with our latest video! ­čôł Discover how the proposed economic policies of presidential candidates can sway investor sentiment and influence market...

Friday, February 9, 2024

In this episode, we delve into the new provisions of the Secure 2.0 Act of 2022 that are now effective. Discover how these changes impact you, including penalty-free withdrawals for emergencies, the introduction of Starter 401(K)...

Friday, February 2, 2024

A Simplified Employee Pension (SEP) is a flexible Individual Retirement Account (IRA) suitable for self-employed individuals and small-business owners. Employers receive a tax deduction for discretionary contributions to SEP IRAs,...

Friday, January 26, 2024

Investors facing the specter of an impending recession may be inclined to flee equities, fearing market downturns. However, empirical evidence suggests that stock prices often factor in recessionary expectations beforehand,...

Friday, January 19, 2024

Over the course of almost a century, historical data in the US unequivocally reveals the superior performance of value stocks compared to growth stocks. Since 1927, value stocks have consistently outperformed their growth counterparts...

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Friday, January 12, 2024

Contrary to common belief, S&P 500 data spanning from 1926 to 2022 challenges the notion that new market highs signal overvaluation or a market ceiling. History reveals that stocks, typically priced for consistent positive returns,...

Friday, January 5, 2024

General Electric faced a significant legal challenge related to its 401(k) plan, resulting in a $61 million settlement, one of the largest in ERISA (Employee Retirement Income Security Act) litigation history. The six-year-long...

Thursday, December 21, 2023

Harnessing the power of Roth conversions in tax planning, individuals gain control over tax rates by converting traditional IRAs to Roth IRAs during historically low tax periods. This proactive approach enables the management of...

Tuesday, December 19, 2023

Unlock the power of philanthropy with Donor Advised Funds (DAFs)! Experience Tax Efficiency: Maximize your impact by receiving a tax deduction when you contribute to a DAF. Lump your itemized deductions in one high-income year or...

Thursday, October 19, 2023

Full Transcript: Hello, welcome to Arista Advice! Question of the week is: "Paul, what is the latest information on inflation?" Well, as you know, it's not going away. The Federal Reserve Board, led by Jerome Powell, who is...

Thursday, October 12, 2023

Join Paul as he delves into the significant government shutdowns that have shaped American history! Discover the causes behind these disruptions. From the 1995-1996 Clinton-era shutdown to more recent events under Presidents Obama and Trump

Saturday, July 29, 2023

How is the average equity investor doing compared to myself? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, July 20, 2023

Is the IRS cracking down on IRAs? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Saturday, July 15, 2023

What is the difference between a bull and a bear market? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, July 6, 2023

Is it true that the net worth of US households is almost at a record high? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, June 29, 2023

Should I invest in emerging markets? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, June 22, 2023

What is per stirpes and per capita? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, June 15, 2023

What are backdoor Roth IRA's? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, June 8, 2023

What are the benefits of adding my spouse or child to payroll? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, June 1, 2023

What are 1035 exchanges? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, May 25, 2023

How common are financial scams or fraud? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, May 18, 2023

How can I Protect myself from scams and fraud? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, May 11, 2023

What is a cost segregation study? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, May 4, 2023

What is a donor-advised fund? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, April 27, 2023

What are the four phases of wealth? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Friday, April 21, 2023

What is the Augusta Rule? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, March 30, 2023

What factors drive the value of the U.S. dollar? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, March 23, 2023

Are there patterns to the stock market? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, March 9, 2023

Do ETFs or mutual funds have a greater post-tax return? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Friday, February 17, 2023

What is the best way to give to charity? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Wednesday, February 15, 2023

How did the SECURE Act 2.0 change RMDs Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Thursday, February 9, 2023

How did the SECURE Act 2.0 change 401(k)s? Learn more about the important changes you should be aware of in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul,  how did...

Wednesday, February 8, 2023

How have presidential elections historically impacted the market? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!Full Transcript:Hello, welcome to...

Friday, February 3, 2023

Historically, how has the party controlling Congress impacted the market? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!

Tuesday, October 11, 2022

What is an indexed universal policy? We break down the details and provide you everything you need to know.Full Transcript:Hello and welcome to Arista Advice! Question of the week is: "Paul, what is an indexed universal life policy,...

Friday, October 7, 2022

Should you go to cash and wait until the market bottoms out? We go over why this may not be the best strategy for long-term investors in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week...

Tuesday, October 4, 2022

How do interest rates affect bonds? We discuss this topic in today's Arista Advice.Full Transcript:Hello, welcome to Arista Advice. Question of the week is: "Paul, how do interest rates affect bonds?"Let me share with you a quick story...

Thursday, September 22, 2022

How much money is out there with the average American? Probably more than you think! Find out in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, how much money is out there...

Tuesday, September 20, 2022

Do we think we are going to have a residential bubble explosion? We examine data from JP Morgan to answer this question.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, do you think we are going to have...

Thursday, September 15, 2022

Should you be worried about inflation? There's good and bad inflation. We explain both in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice. Question of the week is: "Paul, should I be worried about inflation?"...

Tuesday, September 13, 2022

How will interest rates affect your bond portfolio? To answer this question, we focus on the long-term. Find out how in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, how will...

Thursday, September 8, 2022

How is the current inflation affecting our portfolio? We go over historical data to dive into this concept.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, how's the current inflation affecting our...

Monday, September 5, 2022

What's the difference between a growth and value stock? Find the answer in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, what's the difference between a growth stock and a...

Tuesday, August 30, 2022

How is the economy doing? While there may be negativity out there, the economy is doing well!Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, how is the economy doing?" The engine of the economy is the...

Thursday, August 25, 2022

Should you be worried about inflation? The short answer is no. Watch this week's Arista Advice to find out why.Full Transcript:Hello, welcome to Arista Advice! Question of the week is "Paul, should I be worried about inflation?" And...

Monday, August 22, 2022

What do we think about the earnings this week? Earnings continue to accelerate and do well. Find out what this means for the future of the stock market in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice!...

Wednesday, August 10, 2022

Have you put your portfolio through a stress test? We can use this tool to help you analyze it in regards to different scenarios that may be worrying you. Watch this week's Arista Advice to find out more!Find out more:Hello, welcome to...

Wednesday, August 3, 2022

Is 2022 different than previous years? We've never seen 2022 before, but we have seen many commonalities in the past that we're seeing in the current economy.Full TranscriptHello, welcome to Arista Advice! Question of the week is:...

Wednesday, July 27, 2022

Is investing still worth it? We discuss this question to provide perspective for your financial health.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, is investing still worth it?" The answer is yes!...

Thursday, July 14, 2022

Can we help you understand this inflation that we are all reading about? We definitely can! Watch this week's Arista Advice for an in-depth explanation.Full Transcript:Hello, welcome to Arista Advice! Question of the week is "Paul, can...

Wednesday, July 6, 2022

When should you time your Roth conversions for the year? In this week's Arista Advice, we help you employ strategies that could help you in a declined market.Full Transcript:Welcome to Arista Advice! Question the week is: "When should...

Wednesday, June 29, 2022

When have we seen inflation like this before? History just continues to repeat itself. We go over the best plan to follow.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, when have we seen inflation like...

Wednesday, June 15, 2022

The 2021 Consumer Financial Behavioral Study results are in. They have a major lesson in happiness. Watch this week's Arista Advice to find out what it is!Full Transcript:Hello, welcome to Arista Advice! I have wonderful survey results...

Wednesday, May 25, 2022

How do you avoid emotions that get in the way of growing your money? Here are three practical tips and a chart of emotions to get you started!Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, how do I...

Wednesday, May 18, 2022

What can you do to improve your financial health right now? We give you eight tips you can begin implementing today!Full Transcript:Hello and welcome to Arista Advice! Question of the week is: "Paul, what can I do to improve my...

Wednesday, May 11, 2022

How has inflation affected portfolios in the past, present, and future? We go over historical data to put the current events we're seeing in perspective.Full Transcript:Hello, welcome to Arista Advice! We're coming to you today with...

Wednesday, May 4, 2022

What are some of the advantages of having a diversified portfolio? We go over the top four items in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice. Question of the week is: "Paul, what are the advantages of...

Wednesday, April 27, 2022

What should you know about rising interest rates? Stay calm. We have all the important information you need in this week's Arista Advice.Hello, welcome to Arista Advice! Question of the week is: "Paul, what should I know about rising...

Wednesday, April 20, 2022

What does the NCAA Championship game teach us about planning? It has more in common with a good investment strategy than you may think!Full Transcript:Hello, welcome to Arista Advice! Hope you enjoy our background. It's a spring day...

Wednesday, April 6, 2022

Are your 401(k) fees important to watch? Yes! We go over the Supreme Court case of Hughes v. Northwestern University to explore things to watch out for.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul,...

Wednesday, March 30, 2022

What is all the talk and chatter about the new IRA rules? Find out the new changes what you need to be aware of.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, what is all the talk and chatter about the...

Wednesday, March 23, 2022

What do you think about oil and inflation? If you're worried about the two, watch this week's Arista Advice. We provide a historical perspective for you to consider.Full Transcript:Hello, welcome to Arista Advice! Question of the week...

Tuesday, March 22, 2022

Did you know that the balance sheet of the average consumer in the US is the strongest it's ever been? We go over the why behind it in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week is:...

Wednesday, March 16, 2022

How well did hype stocks do last year? The answer may surprise you as we go over the top three most hyped stocks of 2021.Full Transcript:Hello, and welcome to Arista Advice! Question of the week is: "Paul, there's a lot of media...

Wednesday, March 9, 2022

What is the Fed tapering, and how is it affecting the markets? Find out more on this hot topic in this week's Arista Advice.Hello, welcome to Arista Advice. Question of the week is: "Paul, what is the Fed tapering, and how is it...

Wednesday, March 2, 2022

Should you invest in real estate funds? The short answer is yes, but make sure you understand what you're investing in. Here are four tips to help!Full Transcript:Hello, welcome to Arista Advice. Question of the week is: "Paul, should...

Monday, February 21, 2022

In this week’s recap: Inflation and Ukraine rattle investors another week.Weekly Economic UpdatePresented by «RepresentativeName», February 21, 2022THE WEEK ON WALL STREETStocks closed lower for the week as escalating...

Wednesday, February 16, 2022

Does inflation hurt your stock returns? We answer this common question with a recent study of inflation over a 30-year period.Full Transcript:Hello, welcome to Arista Advice! Question of the week is one that you probably have thought...

Wednesday, February 9, 2022

What account contributions can you still make for 2021? We go over the answer, so you can maximize contributions to your future retirement account!Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, what...

Wednesday, January 26, 2022

What are some of the risks that could affect your portfolio? We've been getting this question on a frequent basis! Find out the answer in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week...

Wednesday, January 19, 2022

What are Roth IRA withdrawal rules? We go over the five exemptions for distributions you need to know in this week's Arista Advice.Full Transcript:Hello, welcome to Arista Advice! Question of the week is: "Paul, what are Roth IRA...

Monday, July 19, 2021

In this week’s recap: Stocks retreat as inflation advances.Weekly Economic UpdatePresented by Paul Moffat, MBA, AIF®, July 19, 2021THE WEEK ON WALL STREETDespite a good start to earnings season and some solid economic data,...

Monday, July 12, 2021

In this week's recap: Stocks edge higher in short week.Weekly Economic UpdatePresented by Paul Moffat, MBA, AIF®, July 12, 2021THE WEEK ON WALL STREETStocks managed small gains as investors wrestled with concerns over economic...

Monday, June 28, 2021

In this week's recap: Stocks reach all-time highs and the housing market showed significant improvement.Weekly Economic UpdatePresented by Paul Moffat, MBA, AIF®, June 28, 2021THE WEEK ON WALL STREETStocks reached new all-time...

Friday, January 8, 2021

Interested to see how the market did in 2020? Check out the 2020 Annual Market Review to find out :2020 Market Review pdf