Arvest Wealth Management

  • A couple signing a document in an office with an estate planner

    Foundational Elements of a Comprehensive Estate Plan Part II

    September 21, 2026

    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.
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  • An older couple meeting with an estate planner

    Foundational Elements of a Comprehensive Estate Plan Part I

    September 10, 2026

    Wealth Management
    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.
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  • A man reviewing a portfolio in his office

    Expanding Your Portfolio: Navigating Alternative Investments

    August 31, 2026

    Wealth Management
    For families and individuals of significant means, portfolio construction transcends simple asset allocation. It becomes an exercise in long-term stewardship and legacy preservation.
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  • A family walking through a park together in the Fall.

    The Fundamentals of Estate Planning

    December 3, 2025

    Wealth Management
    If you haven’t attended to your estate plan, don’t put it off any longer.  If you do have an estate plan, consider reviewing it in light of the changes in federal tax law.
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  • A couple with their arms around each other smiling at the camera

    Managing Income During Retirement

    October 21, 2025

    Wealth Management

    When it comes to retirement, there are some factors we can control, and many more we can’t. We can choose how much to save and how to invest those savings. We can choose the retirement start date.

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  • A family of six people sitting on a couch together

    Planning for Your Future: The Importance of Long-Term Care Insurance

    September 26, 2025

    Wealth Management
    Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities.
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  • A gray-haired couple holding hands and walking outdoors together, smiling

    Life insurance isn’t a once-in-a-lifetime event

    September 19, 2025

    Wealth Management
    Even after years of LIMRA and other organizations delivering education, only 29% of consumers believe themselves to be knowledgeable about life insurance.
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  • A couple and their daughter walking outdoors together in the fall

    Estate Planning: Securing Your Legacy

    August 28, 2025

    Wealth Management

    Talking about what happens after you pass is not the most fun topic, but it is arguably the most important topic for securing your legacy. Estate planning ensures your wishes and goals are fulfilled upon your passing.

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  • A couple reviewing their financial information with an Arvest associate

    Building a Diversified Portfolio with Unique Assets

    August 4, 2025

    Wealth Management

    According to a recent article in The Wall Street Journal, President Trump is considering an executive order instructing the Labor Department and the Securities and Exchange Commission to prepare guidance for employers and retirement plan administr

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  • A couple looking out over a lake with their arms around each other

    How much money should I save for retirement?

    June 11, 2025

    Wealth Management

    Generally speaking, as much as possible. You need to build a fund that you can draw on for a significant portion of your retirement income.

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  • A family laughing together while sharing a meal at a picnic table outdoors

    Financial Basics and Budgeting

    June 2, 2025

    Wealth Management
    Setting goals is an important part of life, particularly when it comes to your finances. Over time, your overall goals may change, which could impact your financial goals.
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