Wealth Management

Strategic wealth planning is a comprehensive financial blueprint that coordinates your family, business, and estate goals beyond the construction and management of an investment portfolio.

Taxation has been the traditional "hot button" that motivated people to see their lawyers about estate planning. Death taxes—inheritance taxes, estate taxes, federal taxes, state taxes—have taken a notorious toll on unplanned estates over the years.

For families and individuals of significant means, portfolio construction transcends simple asset allocation. It becomes an exercise in long-term stewardship and legacy preservation.

Retirement can be an emotional and financial transformation, a declaration of financial independence. When you're approaching a new season in life, change can be challenging, even intimidating at times.

To explore what investors should focus on today, we are sharing a conversation with Arvest Wealth Management's Chief Investment Strategist, Clay Nickel.

The central premise of qualified retirement plans is that the taxpayer will be in a lower tax bracket in the future, perhaps a much lower bracket. For some, especially the highly compensated, that won't necessarily be so.

April is financial literacy awareness month, so it’s a great time to assess your financial goals and determine whether you are using all the tools available to achieve them.

Equity compensation for key employees—stock options, stock grants and the like—has become ubiquitous at major American companies. The reasons for this development may be traced to the early 1990s.

​One of the critical and complex challenges family business owners face is establishing a succession strategy. This includes considering how to divide the business's value among heirs while retaining the business within the family.

Collections of federal estate and gifts taxes amount to a rounding error in the federal budget these days.

Taxes are a necessary part of life, but in the words of Judge Learned Hand, “there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible.”

The Life Insurance Marketing and Research Association recently published an article which noted that 70% of people will need some kind of long-term care, yet only 3% of people over the age of 50 have long-term care insurance.