Arvest Wealth Management
Expert Opinions, Market Trends & Financial Insights

We’ve gathered our knowledge of the industry, late breaking news, and wealth management tips in one place to help you keep on top of your own personal wealth management, market conditions and the economy.

After all, your success is our success as we strive to be your lifetime financial partner.

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Latest Thoughts from Arvest Wealth Management

Our focus is to provide our advisors with the technology and information necessary to provide you, the investor, the best service possible. We go beyond just your investments and take a team approach to help you build, protect, manage and transfer your wealth.

Note that says Rollover IRA with money and calculator on desk

Lifetime Tax Benefits for Your Retirement Money

According to the Pew Research Group, the number of retired Baby Boomers had been growing annually since 2011 at a rate of about 2 million on average, but in 2020 that number jumped to 3.2 million. These retirements may have been long planned, or the...

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couple enjoying coffee on the porch

Return of the RMDs

2020 was the year when required minimum distributions (RMDs) were not required from IRAs and qualified retirement plans. Given the economic uncertainty of the economy and the volatility of the financial markets, Congress wanted to give everyone maximum flexibility...

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Jim King

Arvest Wealth Management Assets Exceed $14 Billion

Arvest Wealth Management announced today that its assets under management surpassed the $14 billion mark as of year-end 2020. Arvest Wealth Management, which offers wealth management, trust, investment, and insurance products and services, has investment and trust...

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Mother and Daughter on computer in family owned florist

Family Business Lifecycles

Being in jeopardy is not an unfamiliar state for a business, as they are constantly evolving to survive, retain key talent, and adjust to new circumstances and demands from their customers and partners. The fact that there are always unknowable risks for the owners...

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Mom and Kids hiking

Creating the New You in a Better Year

New Year’s resolutions often don’t stay in our minds long, and then reappear as the year ends to be supplanted by new ones. Do New Year’s resolutions work for you? If not, then you are in the majority. Goals are usually fulfilled or dropped as new problems arise...

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Two sets of hands exchanging gift box

Better gift: Stocks or Cash?

Investors planning substantial gifts to children or grandchildren may be considering whether or not to give stocks or sell the stocks and give the cash to alleviate the management concerns for the recipients. This article explores some of the unique benefits that may come with gifting the stocks directly, and introduces the strategy of using the annual gift tax exclusion as an estate planning method.

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2021 Cannon Estate Planning Teleconference Series

2021 Cannon Institute Teleconferences Announced

Join us for our monthly Cannon Institute update, hosted by Arvest Wealth Management. All Cannon Institute Teleconference Series will feature estate planning topics and a live discussion by leading authorities in wealth management. Participants will have the...

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female at laptop with calendar on display

Timing Can Have Tax Consequences

As year-end comes about, there are time-sensitive decisions to make and tax incentives to capitalize on. With a year that has had as much volatility as 2020, nimbleness may be the order of the day. Such volatility makes portfolio management and portfolio tax...

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man on video conference call in home office

Retirement Planning Ideas for Owners of Small Business

Everyone needs a plan for retirement. The biggest opportunities and the best tax breaks come with employer-sponsored qualified retirement plans. Studies show that giving employees access to a qualified plan: Helps attract and retain skilled employees. Boosts...

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Male writing in a notebook in front of computer and calculator

Useful Steps to Financial Security

Some say “money can’t buy happiness”, but are they right? A recent study in the scientific journal Emotion did link an increase in assets to increased happiness, but science doesn’t have a definitive answer for us yet. It might have more to do with how money is...

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Tyler Neal

Neal Named Arvest Wealth Management Client Advisor

Arvest Bank is pleased to announce Tyler Neal has accepted a position as a client advisor for Arvest Wealth Management in Boone County (Ark.). Neal, who previously worked at the Arvest Wealth Management Solutions Center, will provide financial planning, estate...

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John Naudo AWM

Arvest Wealth Management Announces Naudo Hiring

Arvest Bank is pleased to announce the hiring of John Naudo. He will serve as an investment officer for Arvest Wealth Management in Bentonville, Ark. Naudo began his career in finance in 1994 in London and emigrated to the United States in 2009. At that time, Naudo...

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Older couple reviewing documents in front of laptop

Redirecting Retirement Funds for Relief

In life, priorities can change quickly, without warning. Sometimes plans for the future must be adjusted for immediate needs, and a short-term crisis forces one to access not only rainy-day funds, but also more substantial funds that were otherwise earmarked for...

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AWM Required Minimum Distributions

Required Minimum Distributions: The Brave New World

In December of 2019, the Secure Act substantially changed the Required Minimum Distribution (RMD) rules. On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted, which significantly modified those provisions, as well as adding...

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Arvest Wealth Management support

Information from Arvest Wealth Management and Arvest Trust

Arvest Wealth Management is working alongside our bank partners to ensure we are actively implementing best practices as recommended by the Centers for Disease Control and Prevention (CDC) and local government authorities. Arvest branches While Arvest branches are...

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Arvest Wealth Management


Arvest Wealth Management helps people make careful, consultative investment decisions you can live with—today and for years to come.

At Arvest Wealth Management, we have the tools, resources, and expertise you need to manage every financial aspect of your life: from stocks, bonds, and life insurance to retirement planning and estate settlement and everything in between. Best of all, you will have one client advisor orchestrating all the different Arvest Wealth Management capabilities. One person who knows you, knows your goals, and works hard to help you meet them.

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(888) 916-2121
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