Expert Opinions, Market Trends & Financial Insights
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.
Market Trends & Financial Insights
To keep up to date with market trends, analysis and financial news and reports, visit our insights library.
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.
What is “Wealth Management”? How is it Different From Financial Planning?
https://www.youtube.com/watch?v=JzuX0CtRlT8 Wealth management is not only about dollars and cents. Sound wealth management requires conscious, informed control of resources so as to meet family obligations and enable satisfying family experiences. We all have...
Insurance for a Long Life
For most types of insurance, we are thinking about protecting others and removing ourselves from the liability of other’s harm. It’s not about a big payout for us, it’s about preventing a big payout from us. Insurance is often viewed as protection for us and our...
Calculating Coverage – Consider the Flexibility of Term Life Insurance
There are many great reasons to consider life insurance. They all have to do with ensuring that the lives of those left behind can be less disrupted financially so they can focus on continuing their lives through their grief. Life insurance is not only an...
A Beginner’s Introduction To Whole Life Insurance
September is Life Insurance Awareness month. According to the insurance industry research arm LIMRA, new insurance policy sales are up sharply, and total premium growth from new and existing whole life insurance policies in 2021 in particular is projected at a...
Lessons for Everyone from Celebrity Estates
Estate planning is for everyone, not just the rich and famous, but the rich and famous are more fun to read about. Here are two recent examples that illustrate just how complicated estate settlement can be. The Queen of Soul – Aretha Franklin In order to keep...
Social Security 101
As a program to help everyone save for retirement, Social Security ought to be simple, but it is surprisingly complicated in the number of choices it provides. The appropriate actions for maximizing benefits are by no means obvious, and can become even more complex...
Addressing Inflation In An Investment Portfolio
In June, the Federal Reserve confirmed that only some of the inflationary price pressures we’ve been witnessing are transitory, and it may need to move up interest rate increases, though likely not until 2023. As investors, we will need to look even harder for ways...
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...
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...
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...
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...
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...
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...
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...
“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...
Arvest Wealth Management’s Monkam Named to Second 40 Under 40 Group
Arvest Wealth Management is pleased to announce Alain Monkam has been named as a member of this year’s Arkansas Business 40 Under 40 class. According to its website, the Arkansas Business annual feature “highlights 40 people under the age of 40 who are making a...
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...
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...
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...
The “Great Wealth Transfer” is coming. Will your children be prepared?
People often think of a recipient of sudden windfall as someone like those that won the huge jackpots from the Powerball and Mega Millions last month; however, most sudden windfalls do not come from lotteries or gambling and are not huge sums. Most recipients are...
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
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.