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Optimizing Investment Strategies

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Content provided by Paul L. Moffat. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul L. Moffat or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to another insightful episode of the Arista Wealth Podcast, where financial experts Paul Moffat and Jordan Naffa discuss investment strategies. In today's episode, they unpack Dollar Cost Averaging (DCA) versus Lump Sum Investing (LSI) and explore the impact these strategies can have on your financial journey.

Topics in this episode:

  • Dollar Cost Averaging vs Lump Sum Investing
  • The impact these can have on your money and wealth
  • How time Horizons Effects these strategies
  • Key statistics to know about LSI v DCA

If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970

Connect with Arista Wealth:

Website: https://www.aristawealth.com

Email: support@aristawealth.com

Call our office: 702-309-9970

The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

🌟Get in touch with us by clicking the links below!🌟

Go to Aristawealth.com for other tools, tips, and resources.

Website: https://www.aristawealth.com/

Facebook: https://www.facebook.com/AristaWealth/

LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

  continue reading

61 episodes

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iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 30, 2024 06:06 (22d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 399807220 series 2876266
Content provided by Paul L. Moffat. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul L. Moffat or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to another insightful episode of the Arista Wealth Podcast, where financial experts Paul Moffat and Jordan Naffa discuss investment strategies. In today's episode, they unpack Dollar Cost Averaging (DCA) versus Lump Sum Investing (LSI) and explore the impact these strategies can have on your financial journey.

Topics in this episode:

  • Dollar Cost Averaging vs Lump Sum Investing
  • The impact these can have on your money and wealth
  • How time Horizons Effects these strategies
  • Key statistics to know about LSI v DCA

If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970

Connect with Arista Wealth:

Website: https://www.aristawealth.com

Email: support@aristawealth.com

Call our office: 702-309-9970

The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

🌟Get in touch with us by clicking the links below!🌟

Go to Aristawealth.com for other tools, tips, and resources.

Website: https://www.aristawealth.com/

Facebook: https://www.facebook.com/AristaWealth/

LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

  continue reading

61 episodes

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