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How do Presidential elections affect the market?
Unlock the mysteries of market behavior during Presidential elections with our latest video! 📈 Discover how the proposed economic policies of presidential candidates can sway investor sentiment and influence market...
Read MoreWhat Are the New SECURE 2.0 Act Provisions?
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)...
Read MoreWhat is a Simplified Employee Pension (SEP) IRA?
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,...
Read MoreWhat Can We Learn from Past Market Recessions?
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,...
Read MoreWhat Does Historical Data Reveal About the Performance of Value Stocks Compared to Growth Stocks?
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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What Happens When the Market Reaches an All-Time High?
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,...
Read MoreWhat Happened with General Electric's 401(k)?
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...
Read MoreWhat are the Benefits of Converting Funds from my Traditional IRA to my Roth IRA?
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...
Read MoreWhat are the Benefits of Using a Donor Advised Fund for Charitable Giving?
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...
Read MoreWhat is the Latest Information on Inflation?
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...
Read MoreWhat Happens During a Government Shutdown in the Stock Market?
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
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How Is the Average Equity Investor Doing Compared to Myself?
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!
Read MoreIs the IRS Cracking Down on IRAs?
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!
Read MoreWhat is the Difference Between a Bull and a Bear Market?
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!
Read MoreIs It True That the Net Worth of US Households is Almost at a Record High?
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!
Read MoreShould I Invest in Emerging Markets?
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!
Read MoreWhat is Per Stirpes and Per Capita?
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!
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What are Backdoor Roth IRA's?
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!
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What Are the Benefits of Adding My Spouse or Child to Payroll?
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!
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What are 1035 Exchanges?
What are 1035 exchanges? Paul L. Moffat, President and Senior Financial Planner at Arista Wealth Management, explains in the newest episode of Arista Advice!
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How Common are Financial Scams or Fraud?
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!
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How Can I Protect Myself from Scams and Fraud?
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!
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What is a Cost Segregation Study?
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!
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What is a Donor-Advised Fund?
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!
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What are the Four Phases of Wealth?
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!
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What is the Augusta Rule?
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!
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What Factors Drive the Value of the U.S. Dollar?
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!
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Are There Patterns to the Stock Market?
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!
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Do ETFs or Mutual Funds Have a Greater Post-Tax Return?
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!
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What Is The Best Way to Give to Charity?
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!
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How Did the SECURE Act 2.0 Change RMDs?
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!
Read MoreHow Did the SECURE Act 2.0 Change 401(k)s?
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...
Read MoreHow Have Presidential Elections Historically Impacted the Market?
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...
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Historically, How Has the Party Controlling Congress Impacted the Market?
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!
Read MoreWhat Is an Indexed Universal Policy?
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,...
Read MoreShould I Go to Cash and Wait Until the Market Bottoms Out?
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...
Read MoreHow Do Interest Rates Affect Bonds?
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...
Read MoreHow Much Money is Out There with the Average American?
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...
Read MoreDo You Think We Are Going to Have a Residential Bubble Explosion?
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...
Read MoreShould You Be Worried About Inflation?
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?"...
Read MoreHow Will Interest Rates Affect My Bond Portfolio?
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...
Read MoreHow is the Current Inflation Affecting Our Portfolio?
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...
Read MoreWhat's the Difference Between a Growth and a Value Stock?
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...
Read MoreHow is the Economy Doing?
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...
Read MoreShould I Be Worried About Inflation?
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...
Read MoreWhat Do You Think About the Earnings This Week?
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!...
Read MoreWhat Do the Increased Fed Rates Do to My Portfolio?
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...
Read MoreIs This Year Different?
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:...
Read MoreIs Investing Still Worth It?
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!...
Read MoreCan You Help Me Understand This Inflation That We Are Reading About?
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...
Read MoreWhen Should I Time My Roth Conversions for the Year?
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...
Read MoreWhen Have We Seen Inflation Like This Before?
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...
Read MoreWhat Do the 2021 Consumer Financial Behavioral Study Results Tell Us?
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...
Read MoreHow Do I Avoid My Emotions That Get in the Way of Growing My Money?
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...
Read MoreWhat Can You Do to Improve Your Financial Health Right Now?
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...
Read MoreHow Has Inflation Affected Portfolios in the Past, Present, and Future?
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...
Read MoreWhat are the Advantages of Having a Diversified Portfolio?
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...
Read MoreWhat Should I Know About Rising Interest Rates?
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...
Read MoreWhat Does the NCAA Championship Game Teach Us About Planning?
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...
Read MoreAre my 401(k) Fees Important to Watch?
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,...
Read MoreWhat is All the Talk and Chatter About the New IRA Rules?
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...
Read MoreWhat Do You Think About Oil and Inflation?
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...
Read MoreHow is the Consumer Sentiment?
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:...
Read MoreHow Well Did Hype Stocks Do Last Year?
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...
Read MoreWhat Is the Fed Tapering, and How Is It Affecting the Markets?
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...
Read MoreShould I Invest in Real Estate Funds?
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...
Read MoreWeekly Economic Update - 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...
Read MoreDoes Inflation Hurt my Stock Returns?
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...
Read MoreWhat Account Contributions Can I Still Make for 2021?
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...
Read MoreWhat are the Risks That Could Affect my Portfolio?
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...
Read MoreWhat are Roth IRA Withdrawal Rules?
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...
Read MoreWeekly Economic Update - 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,...
Read MoreWeekly Economic Update - 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...
Read MoreWeekly Economic Update - 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...
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2020 Annual Market Review
Interested to see how the market did in 2020? Check out the 2020 Annual Market Review to find out :2020 Market Review pdf
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