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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.
Family Business Lifecycles
Being in jeopardy is not an unfamiliar state for a business, as they are constantly evolving to survive, retain key talent, and adjust to new circumstances and demands from their customers and partners. The fact that there are always unknowable risks for the owners...
Creating the New You in a Better Year
New Year’s resolutions often don’t stay in our minds long, and then reappear as the year ends to be supplanted by new ones. Do New Year’s resolutions work for you? If not, then you are in the majority. Goals are usually fulfilled or dropped as new problems arise...
Arvest Wealth Management’s Monkam, Wasson Part of Inaugural ABA Award
Arvest Wealth Management is pleased to announce two of its associates – Alain Monkam and Kenny Wasson – recently were named as recipients of American Bankers Association’s inaugural 40 Under 40 in Wealth Management Award. The new American Bankers Association (ABA)...
Better gift: Stocks or Cash?
Investors planning substantial gifts to children or grandchildren may be considering whether or not to give stocks or sell the stocks and give the cash to alleviate the management concerns for the recipients. This article explores some of the unique benefits that may come with gifting the stocks directly, and introduces the strategy of using the annual gift tax exclusion as an estate planning method.
2021 Cannon Institute Teleconferences Announced
Join us for our monthly Cannon Institute update, hosted by Arvest Wealth Management. All Cannon Institute Teleconference Series will feature estate planning topics and a live discussion by leading authorities in wealth management. Participants will have the...
Timing Can Have Tax Consequences
As year-end comes about, there are time-sensitive decisions to make and tax incentives to capitalize on. With a year that has had as much volatility as 2020, nimbleness may be the order of the day. Such volatility makes portfolio management and portfolio tax...
Assessing Risks is About Addressing Potentialities, Not Making Predictions
Some have dubbed 2020 the year of “black swans,” a reference to statistician and philosopher Nassim Nicolas Taleb’s theory about events that exist outside of mathematical models because they are so extreme. In his 2007 book, The Black Swan, Professor Taleb looked...
Retirement Planning Ideas for Owners of Small Business
Everyone needs a plan for retirement. The biggest opportunities and the best tax breaks come with employer-sponsored qualified retirement plans. Studies show that giving employees access to a qualified plan: Helps attract and retain skilled employees. Boosts...
Useful Steps to Financial Security
Some say “money can’t buy happiness”, but are they right? A recent study in the scientific journal Emotion did link an increase in assets to increased happiness, but science doesn’t have a definitive answer for us yet. It might have more to do with how money is...
Neal Named Arvest Wealth Management Client Advisor
Arvest Bank is pleased to announce Tyler Neal has accepted a position as a client advisor for Arvest Wealth Management in Boone County (Ark.). Neal, who previously worked at the Arvest Wealth Management Solutions Center, will provide financial planning, estate...
Arvest Wealth Management Announces Naudo Hiring
Arvest Bank is pleased to announce the hiring of John Naudo. He will serve as an investment officer for Arvest Wealth Management in Bentonville, Ark. Naudo began his career in finance in 1994 in London and emigrated to the United States in 2009. At that time, Naudo...
Financial Self-Defense Tactics
Sophisticated scammers are determined, diligent, and are relentlessly coming up with new ways to gain people’s trust and confidence in order to steal their assets. In 2019, over 3.2 million fraud reports were submitted to the Federal Trade Commission, and many...
Required Minimum Distributions: The Brave New World
In December of 2019, the Secure Act substantially changed the Required Minimum Distribution (RMD) rules. On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was enacted, which significantly modified those provisions, as well as adding...
Arvest Wealth Management Tops $13 Billion in Assets
Arvest Wealth Management announced today that its assets under management surpassed the $13 billion dollars mark as of year-end 2019, and that it successfully completed the first phase of its move to a new customer and clearing platform. Arvest Wealth Management,...
The SECURE Act is About Increasing Incentives
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was grafted onto a government spending agreement in December, and it took effect on January 1 of this year. The new legislation provides several enhancements and tax benefits for more retirement...
Why a Trustee Isn’t Just Someone You Trust
Betraying someone’s trust is considered one of the most serious offenses that a person can commit. Though it is rare, there are true stories of family members or friends attempting to steal trust assets or abusing their position as trustee in real life. The more...
Arvest Wealth Management Announces Burgess Hire
Arvest Bank is pleased to announce it has promoted Blake Burgess as an Arvest Wealth Management client advisor in Springdale. Burgess has worked at Arvest since May 2018, most recently serving as part of the Arvest Wealth Management Solutions Center group in...
Arvest Wealth Management Names Randolph Regional Manager
Arvest Bank is pleased to announce Josh Randolph has been named Arvest Wealth Management regional manager in Bartlesville, Okla.
Arvest Bank Names Cheah Senior Vice President
Arvest Bank is pleased to announce that Arvest Wealth Management senior client advisor Kim Cheah has been promoted to senior vice president for the Fayetteville market. Cheah, who has 21 years of industry experience, including more than 15 at Arvest, specializes in...
Arvest Wealth Management Tops Revenue Record in 2018
Arvest Wealth Management announced today that it produced record revenue in 2018, the second consecutive year it has done so.
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