Blog

What is Per Stirpes and Per Capita?

Paul L. Moffat, MBA, AIF®

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!

What are Backdoor Roth IRA's?

Paul L. Moffat, MBA, AIF®

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!

What Are the Benefits of Adding My Spouse or Child to Payroll?

Paul L. Moffat, MBA, AIF®

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!

What are 1035 Exchanges?

Paul L. Moffat, MBA, AIF®

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!

How Common are Financial Scams or Fraud?

Paul L. Moffat, MBA, AIF®

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!

How Can I Protect Myself from Scams and Fraud?

Paul L. Moffat, MBA, AIF®

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!

What is a Cost Segregation Study?

Paul L. Moffat, MBA, AIF®

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!

What is a Donor-Advised Fund?

Paul L. Moffat, MBA, AIF®

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!

What are the Four Phases of Wealth?

Paul L. Moffat, MBA, AIF®

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!

What is the Augusta Rule?

Paul L. Moffat, MBA, AIF®

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!

What Factors Drive the Value of the U.S. Dollar?

Paul L. Moffat, MBA, AIF®

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!

Are There Patterns to the Stock Market?

Paul L. Moffat, MBA, AIF®

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!

Do ETFs or Mutual Funds Have a Greater Post-Tax Return?

Paul L. Moffat, MBA, AIF®

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!

What Is The Best Way to Give to Charity?

Paul L. Moffat, MBA, AIF®

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!

How Did the SECURE Act 2.0 Change RMDs?

Paul L. Moffat, MBA, AIF®

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!

How Did the SECURE Act 2.0 Change 401(k)s?

Paul L. Moffat, MBA, AIF®

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...

How Have Presidential Elections Historically Impacted the Market?

Paul L. Moffat, MBA, AIF®

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...

Historically, How Has the Party Controlling Congress Impacted the Market?

Paul L. Moffat, MBA, AIF®

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!

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,...

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...

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...

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...

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...

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?"...

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...

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...

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...

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...

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...

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!...

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...

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:...

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!...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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:...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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