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Latest Thoughts from Arvest Wealth Management
Arvest Wealth Management Named to 2024 NAPA Top DC Advisor List
Arvest is pleased to announce that the Arvest Wealth Management Retirement Plan Consulting team has been named to the 2024 National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of...
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.
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...
Getting the most from Social Security
Although Social Security is supposed to be supplemental income in retirement, it is still an essential income source for most people and a primary income source for some. Nevertheless, many may not realize they can take steps to maximize their benefits either by...
Cottrell Named President and CEO of Arvest Wealth Management
Arvest Wealth Management is pleased to announce Asa Cottrell has been named our next president and CEO. Cottrell will assume those responsibilities on June 13. “Asa’s unique range of experience and perspective make him the ideal choice to be the next leader of...
Having “The Inheritance Talk.”
When is the right time to talk with heirs about inheritance? It will probably be awkward because the conversation involves both money and death, and most people prefer not to think about either. Sometimes, an heir’s expectation of an eventual windfall can take...
Life Insurance at Various Life Stages
Your need for life insurance changes as your life changes. When you are young, you typically need less life insurance, but as you take on more responsibility and as your family grows you may need more. Then, as your responsibilities once again begin to diminish,...
Arvest Wealth Management Named to List of Nation’s Top Advisor Teams
Arvest Wealth Management’s retirement plan consulting group has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of more than $100 million. The Arvest Wealth...
Does ESG have an Edge in Investing?
Over the last month, many have asked themselves what they can do to help Ukrainians who are suffering, and many companies have stepped up beyond government sanction requirements. Some companies have stopped doing business in Russia, and some have raised money for...
Wisdom For The Journey To And Through Retirement
Whether you are navigating the planning stages of retirement or have already begun enjoying your retirement years, our library of resources can provide answers to your questions about retirement readiness: Retirement Planning Tax Planning Have You Checked Your...
Five Questions about Long-Term Care
What is long-term care? Long-term care refers to ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care provided by professional health...
Common Factors Affecting Retirement Income
When it comes to planning for your retirement income, it is easy to overlook some of the common factors affecting available funds. If you do not consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or...
Spring Into Insurance
Each year many of us look forward to the end of winter and the start of springtime. The first day of spring is the Vernal Equinox – the day when the Sun crosses the celestial equator and moves north. During this time, the days and nights are of equal duration....
Scammers are updating their playbook. You can too.
According to a recent report by the Federal Trade Commission (FTC), social media has become a prime venue for many scammers. The report says last year, “more than 95,000 people reported about $770 million in losses to fraud initiated on social media platforms.”...
Getting Started: Establishing a Financial Safety Net
In times of crisis, you do not want to be shaking pennies out of a piggy bank. Having a financial safety net in place can help ensure you are protected when a financial emergency arises. One way to accomplish this is by establishing a cash reserve—a pool of readily...
Take the Mystery Out of Trust Service
Whether you have recently been named the executor of an estate and need to know the basics, or are wondering why many families choose trust services for wealth management, our library of resources is a great place to start: Explore Arvest’s Library of Resources on...
Arvest Wealth Management Announces Suqi Hire
Arvest Wealth Management is pleased to announce we have hired Emil Suqi as fixed income portfolio manager. Based in Overland Park, Kan., Suqi manages fixed-income separate account portfolios for Arvest Wealth Management Trust and Investment Management Group...
Have You Checked Your Retirement Plan Lately?
It is generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you have not given your plan a thorough review within the last 12 months, now may be a good time to do so. Have you...
Groundhog Day and Predictions
February 2nd, or Groundhog Day, is not a random date. In fact, it is the cross-quarter day, which falls between the winter solstice and the spring equinox. This means it is right between the seasons, and a good time to think about whether it is going to be a long...
Arvest Wealth Management Announces 2021 Results, New Digital Tool
Arvest Wealth Management recently announced a record-breaking year in terms of assets under management and revenue growth. Arvest Wealth Management, which offers wealth management, trust, investment, and insurance products and services, has investment and trust...
How Your Financial Reputation May Affect Your Retirement
When you maintain a good financial reputation, you reduce the perceived risk associated with lending to you, which can help increase your chances of qualifying for a loan at a reasonable interest rate. It is not just lenders who reference your credit score to make...
Trust Basics
Whether you are seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each...
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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