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Latest Thoughts from Arvest Wealth Management
Accounting for Healthcare Costs in Retirement
Health care is an often overlooked aspect of retirement planning, yet it is one of the most financially influential. Some may assume that Medicare will cover all medical costs. The truth is, for most people, healthcare costs not covered by Medicare during...
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.
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...
Financial stability: A lifelong journey.
When you consider a rocket launching into space, or an aircraft carrier traversing the oceans, you understand they are large vessels unable to change paths quickly. Their trajectory must be clear from the beginning to arrive at their planned destination on...
Solo Aging Shouldn’t Mean Aging Alone
As we imagine retirement throughout our lives, we may create a bucket list of dream-fulfilling desires and activities. Some revisit interests they did not have time to master during their working years, such as playing the piano, while some visit places that take...
The Unsung Heroes of Caregiving.
The responsibilities of caregiving have grown as a result of basic demographics and the pandemic’s economic effects. More adult children have boomeranged back to the nest to deal with the burden of student loans while starting their careers. Additionally, seniors...
Harvesting Losses or Gains This Fall?
As fall draws to a close and winter approaches, we reflect on our experiences over the past year. We generally focus on celebrating successes with family and friends. However, it is also an opportune time to revisit portfolios and consider how to harvest losses or...
Top Year-End Investment Tips
Just what you need, right? One more time-consuming task to take care of between now and the end of the year. However, taking a little time out from the holiday chores for some strategic saving and investing decisions before December 31 can affect not only your...
Employer Open Enrollment: Make Benefit Choices That Work for You
Healthcare costs play a pivotal role in your financial plan, so it is crucial to consider all options and make the best selection for you and your family. Open enrollment is the window of time when employers introduce changes to their benefit offerings for the...
Philanthropy + Planning
As the holiday season approaches, many people are filled with a spirit of gratitude and generosity. One might think the onset of a global pandemic last year would have caused many to reduce their charitable giving, but instead, the opposite happened. Americans...
Bypassing Probate
You may have heard about the horrors of probate, but truthfully, probate’s recent bad reputation is undeserved. If you bypass probate, your estate will go to your beneficiaries without any court proceeding, which may save a certain amount of time and expenses....
Four Pillars Illustrated
The foundation of a successful plan for wealth management rests upon four pillars–build, manage, protect, and transition wealth. A concept, which is clearly illustrated in the fictional life of John Jones. Investment: Build Mr. Jones has successfully started his...
Women Face Challenges in a Post-Pandemic World
The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic's impacts on women have been far-reaching and potentially long-lasting. Now that the U.S. economy is picking up steam, it may be more...
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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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