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Latest Thoughts from Arvest Wealth Management
Understanding Long-Term Care Insurance
It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. As the costs of home care, nursing homes, and assisted living escalate, you probably wonder how you'll ever be able...
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.
Your Retirement Savings Plan Options
If your employment situation changes, you may wonder what to do with your retirement savings at your previous employer. In fact, you have a variety of options when it comes to taking distributions from your employer-sponsored retirement savings plan. This may be a...
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,...
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...
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...
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...
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...
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...
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...
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month throw $50 into it but do not take any money out until you are ready to buy a house, send your child to college, or retire. It sounds a little crazy, right? This is what investing without setting clear-cut goals...
Celebrating Senior Citizens Day
Forty years ago, President Ronald Reagan signed Proclamation 5847 and marked August 21 as the day seniors will be celebrated. The majority of seniors being celebrated at the time were people who lived through world wars and difficult economic times, banded together...
Saving For College: Why You Should Consider A 529 Plan
Many financial professionals recommend 529 plans as the best way for most families to save for college.* After new legislation that passed in 2019, 529 plans are more flexible than ever to help you make the most of your investment and your tax-free earnings. Here...
Arvest Wealth Management Announces New Senior Client Advisors
Arvest Wealth Management is proud to recognize Sean Garibay, Taylor DeWeese, and Ryan Brisiel as our newest Senior Client Advisors. These advisors are highly driven, customer-focused, and adhere to our policies and procedures in a manner worthy of this coveted...
Choosing College in the Game of Life
The Game of Life (the board game introduced by Milton Bradley as The Checkered Game of Life) was originally created over 160 years ago, in 1860. In the modern version released in 1960, the game starts out with an interesting scenario. Each player must choose...
Travel Trusts: Giving the Gift of Experiences
With restrictions winding down and summer in full swing, Americans are beginning to experience some of the wonderful travel they previously deferred. Some reports show travel spending is on the rise, and spending on experiences is outweighing spending on goods....
Arvest Wealth Management Launches ‘Advanced Planning Team
Arvest Wealth Management is pleased to announce the launch of our Advanced Planning Team, a group of experts and specialists focused on delivering strategies and solutions for high-net-worth individuals and households throughout Arvest’s four-state footprint. “At...
Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be difficult when the market goes on one of its periodic roller-coaster rides. Having strategies in place can prepare you, both financially and psychologically, to handle market volatility. Here are 11 ways to avoid making hasty decisions,...
In Brief: The Special Needs Trust
Serving as a caregiver for a child or adult who has special needs brings unique challenges and is an admirable role. Each disability can present unique challenges, which require unique solutions. However, one common challenge involves managing financial resources,...
Inflation Watch
The U.S. economy had never experienced anything like the coronavirus pandemic, which triggered widespread lockdowns of the local economy and a general economic contraction. Once vaccines became available, the economy did not reopen smoothly, with many disruptions...
Investment Planning: The Basics
Why do so many people never obtain the financial independence they desire? Often, it is just because they do not take the first step — getting started. Besides procrastination, other excuses people make include investing is too risky, too complicated, too time...
Preparing for Parenthood
You are about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you will ever have. There are also a lot of new factors to consider. An Arvest Wealth Management Client Advisor can walk through the planning process with you...
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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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