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.

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Are Inflation Concerns Themselves Inflated?

The “topic of the day” in the financial press lately has been inflation.  As the economy has started back up, coming out of the lockdowns, there have been a variety of supply chain disruptions, leading to spot shortages and price increases.  Are these indications...

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man and woman sitting in the floor of a home being remodeled

Your Retirement Game Plan

Although we look forward to retirement throughout our careers, entering it is an unfamiliar experience, one that will be especially challenging for anyone not fully prepared for it. Our primary focus when deciding if we’re ready to retire is typically financial...

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Multi generational family hiking

When Economic Changes Come, Who Will You Turn To?

It starts with trust and ends with a multitude of questions and qualifications. You would never delegate substantial wealth management to someone you do not trust, yet those family members you trust most may not have the experience needed to take over in the case...

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Arvest Retirement Plan Consulting - Arvest Wealth Management

Competing In a Tightening Job Market

https://youtu.be/JjjFsk2AXD4 Successful businesses are built on many key ingredients, and one of the most important are its employees. Everyone is relieved that the economy is getting back on track, and unemployment has been steadily going down. As the job market...

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family moving daughter in to college

Keeping Up With Rising College Tuition

If it seems as though college is getting more expensive every day, that’s because it is. College tuition costs have been going up for the last 100 years, and though it seems as though they couldn’t possibly find a way to go higher, it keeps on happening. Does going...

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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. Investing options For investment account...

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New Acronyms for Old Wisdom?

People don’t always act rationally, and they don’t always invest rationally either. Stock prices may not follow expectations, and emotions may cause impulse decisions. New acronyms have shown up on Reddit in the last few months that have become associated with...

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Woman looking at phone

“Gamification” Psychology in the Stock Market

The recent volatility of GameStop stock and limitation of purchasing some stocks in January by some brokerage firms has sown confusion and mistrust in the way that the stock market functions. The rise of “free” trading mobile apps and fractional share investing...

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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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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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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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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.

Ways We Can Help

Planning
Investing
Insurance
Trust & Estate

 

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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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