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.

Social Security Retirement Benefit Basics

Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount of money you've earned. When you choose to begin taking Social Security...

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Merging Wealth and Philanthropic Planning

As the holiday season approaches, so does the desire to give gifts to those around us. These gifts are not just for people we know. Americans are some of the most charitable people on the planet, and that trend even grew over the last two years as people came...

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On The Agenda: SECURE Act 2.0

Congress enacted the Setting Every Community Up for Retirement Enhancement Act in 2019, generally known as the “SECURE Act.” Key elements of the law included new incentives for employers to establish qualified retirement plans, lifting the age for Required Minimum...

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Planning Ahead for Life Insurance Proceeds

Why did you purchase life insurance? If you're like most people who buy life insurance, you're looking to provide a source of income for someone, such as a spouse, parent, or child, after you pass. Buying the policy was the first step. Now you'll need to do a...

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Conducting a Periodic Review of Your Estate Plan

What is conducting a periodic review of your estate plan? With your estate plan successfully implemented, one final, but critical, step remains–carrying out a periodic review and update. Everyone has different life events and changes, both planned and unplanned,...

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Estimating Your Retirement Income Needs

You know how important it is to plan for retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science....

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Your Retirement Savings Plan Options

If you have retirement savings at a previous employer and are deciding what to do with the funds, it is important to make sure you've considered all your options. In general, you have the following four options when receiving a distribution from your employer...

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You Can Harvest Investment Losses For Tax Savings

With the major stock market indices in bear market territory, this may be a good time to evaluate the potential benefits of realizing some capital losses in the investment portfolio. No one enjoys admitting defeat by selling an asset that has gone down in value,...

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Mother and daughter on the porch before going trick or treating

Three Halloween Lessons Investors Should Learn Too

Experience may be the best teacher, but that doesn’t mean we are all the best students. Many times, there are lessons we only grasp later in life once we’ve made the same mistakes over and over again. It has been said if you want your kids to learn about taxes, you...

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man looking at computer screen

Six Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful, and all investing involves risk, including the possible loss of principal, here are six basic principles, which may help you...

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Four Benefits of Working With a Financial Advisor

Becoming a do-it-yourselfer is easier than ever, thanks to the internet and YouTube. Skills and knowledge, once available only from professionals, are now accessible to anyone with the patience to watch instructional videos. For example, a person could diagnose a...

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Estate Planning: An Introduction

It can be burdensome to wonder what will happen to your estate upon your passing. However, there are plans you can put in place, with the help of professionals, to alleviate some of that weight. Estate planning is a process designed to help you manage and preserve...

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Understanding Your Life Insurance Options With myLifeApp

September is Life Insurance Awareness Month— and an opportunity to grow your understanding of this important resource. Life insurance can help alleviate financial challenges. With a well-thought-out life insurance plan, one may ensure a home can remain in the...

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Grandparent with card from grandchild

Grandparents Day. Showing Appreciation For Their Support.

In twenty-two countries around the world, a special day is designated to recognize and to celebrate grandparents. In America that day is the first Sunday after Labor Day. Creating a family and a lasting legacy is a tremendous achievement, and every grandparent...

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How Much Life Insurance Do You Need?

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then decrease after your...

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Arvest Wealth Management

PLAN & PREPARE FOR YOUR FUTURE

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
Service hours are 8:00am – 6:00pm (CST), Monday through Friday and 9:00am – 1:00pm on Saturday.

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