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.

Helpful Videos from Our Media Archive

Select a video above to learn more about that specified topic. 

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.

Coworkers talking in their cubicle

401(k) Plans – An Overview to Help You Get Started

Retirement plans and expectations vary greatly for each person, so the amount you need to retire and the method to reach that goal is unique and personal. One popular way to reach a retirement savings goal is with a 401(k) plan. Some estimate that 79% of Americans...

Read More

Older couple sitting on their porch together enjoying the sunshine

Planning for All Stages of Retirement

Most of our lives we are concerned with living in the moment–figuring out what we need to do today and how we might accomplish it. Sometimes, we can move beyond the moment, and think of our goals for the month, or even goals for the year. Many even benefit from...

Read More

Couple meeting with an advisor

Why Work With a Client Advisor?

The world 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In those days, too, one spouse could support a family, paying for...

Read More

Colleagues working together at a table

Safe Harbor 401(k) Plans

Everyone is familiar with 401(k) plans, but not everyone knows they come in different flavors, one of which is the safe harbor 401(k). The one thing all these special 401(k) plans have in common is that they're generally simpler to maintain because they're exempt...

Read More

Couple meeting with an advisor

Why Stay Invested in a Volatile Market?

Hindsight may be 20/20, but predicting the future is always hard. “If only I had acted.” “I knew that would happen…” “The market agreed with me at the time.” These are all thoughts that pass through most investors’ minds at one point or another. The reason...

Read More

Couple looking through paperwork

Mid-Year Is a Good Time for a Financial Checkup

The first half of the year is behind us. During those six months, life events happen - both planned and unplanned. It can be helpful to revisit your financial plan to ensure it still supports your goals. Here are some ways to evaluate if you are continuing on the...

Read More

Couple vacationing in the mountains

Retirement Travel – Without the Financial Anxiety

Exciting summer travel plans are coming up, and many individuals and families are running through the usual checklists and questions. Have we chosen a destination? If traveling internationally, are our passports all up to date? Does our bank know so our credit...

Read More

Grandmother with daughter and grandchild

How Can I Control The Distribution Of My Estate?

There are a number of ways your estate can be distributed to your heirs after you pass. Each allows a different degree of control over distribution, and each poses different challenges and opportunities. If you haven't taken steps already, it's important to...

Read More

Group of friends hanging out at a coffee shop

Financial Basics for Millennials

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your emerging financial...

Read More

Couple kayaking together

Converting Savings to Retirement Income

During your working years, you probably set aside funds in retirement accounts such as IRAs, 401(k)s, or other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that...

Read More

Father and daughter smiling in family owned business

Business Succession Planning for Generational Success

Many family businesses don’t last beyond the first generation, and it is even more difficult to prosper beyond the second and third generations. Among the many issues to address are successor management, providing retirement income for senior owners, developing a...

Read More

Married couple looking at paperwork

Five Keys to Investing for Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic concepts can help you make smarter choices regardless of whether you already have some investing...

Read More

Couple enjoying the spring weather

Financial Literacy: Beyond the Basics

April is financial literacy awareness month, so it’s a great time to assess your financial goals and determine whether you are using all the tools available to achieve them. Although there are many wonderful informational resources and guides available to teach you...

Read More

Couple looking at documents

Six Questions To Ask a Trust & Estate Professional

You may have heard that the great wealth transfer is coming. There are estimates of $30 to $70 trillion in assets to be transferred between generations in the coming decades. For some, it is much closer than they would like, and many individuals leaving an...

Read More

Man sitting on his couch looking at his laptop

Evaluating an Early Retirement Offer

In the corporate environment, there are sometimes circumstances which lead employers to offer certain employees early retirement packages. But how do you know if the seemingly attractive offer you've received is a good one? Start by evaluating it carefully to make...

Read More

Extended family walking together through the snow

Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you pass, then it is time to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you're young or...

Read More

middle aged couple hiking and smiling

A Closer Look at SECURE 2.0

The major budget package enacted by Congress in December included a subdivision called “SECURE Act 2.0.” The 1.0 version of this package of legislative changes for qualified retirement plans was the “Setting Every Community Up for Retirement Enhancement Act of...

Read More

couple budgeting

Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals. The new year can be a great...

Read More

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.

Ways We Can Help

Trust & Estate


Check the background of our investment professionals on FINRA’s BrokerCheck.

Contact Us

(888) 916-2121
Service hours are 8:00am – 6:00pm (CST), Monday through Friday and 9:00am – 1:00pm on Saturday.

Email Arvest Wealth Management