Financial Education

  • A woman meeting with her financial advisor in an office

    Why Work With a Client Advisor?

    August 9, 2023

    Wealth Management

    The world 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse.

    Read more
  • A group of five business people meeting at a round conference table

    Safe Harbor 401(k) Plans

    July 28, 2023

    Wealth Management

    Everyone is familiar with 401(k) plans, but not everyone knows they come in different flavors, one of which is the safe harbor 401(k).

    Read more
  • Two women in work aprons standing outside a plant shop talking

    Find the Right Lender: Get Terms That Fit Company Needs

    July 25, 2023

    Small Business

    Taking the time to search for the right lender may mean the difference between borrowing success and failure.

    Read more
  • A woman with a clipboard standing in front of a white brick house

    Why Stay Invested in a Volatile Market?

    July 11, 2023

    Wealth Management

    Hindsight may be 20/20, but predicting the future is always hard. “If only I had acted.” “I knew that would happen…” “The market agreed with me at the time.” These are all thoughts that pass through most investors’ minds at one point or another.

    Read more
  • A man and woman working at a vegetable stand looking at a tablet together

    Accept, Manage and Sell With One Solution

    July 10, 2023

    Small Business

    Businesses have adapted to a multi-channel approach; encompassing in-store, online and on-the-go purchases. When it comes to multiple shopping channels, it is important to create a seamless and consistent experience across the board.

    Read more
  • A woman meeting with her financial advisor in an office

    Mid-Year Is a Good Time for a Financial Checkup

    July 3, 2023

    Wealth Management

    The first half of the year is behind us. During those six months, life events happen - both planned and unplanned. It can be helpful to revisit your financial plan to ensure it still supports your goals.

    Read more
  • A family with two young kids playing together in their living room

    SECURE 2.0 Helps Small Employers Help Their Employees

    June 30, 2023

    Financial Education

    Approximately 78% of people who work for companies with fewer than 10 employees and about 65% of people who work for companies with 10 to 24 employees do not have access to a retirement plan at work.

    Read more
  • A woman meeting with her financial advisor in an office

    A Loan or a Line of Credit? What’s Best for Your Business

    June 28, 2023

    Small Business

    A loan is pretty easy to understand. The lender gives the loan recipient money to be repaid over a period of months or years. In exchange for the loan, the loan recipient pays the lender interest.

    Read more
  • A couple wearing backpacks looking out over a scenic mountain view

    Retirement Travel – Without the Financial Anxiety

    June 15, 2023

    Wealth Management

    Exciting summer travel plans are coming up, and many individuals and families are running through the usual checklists and questions.

    Read more
  • A couple reviewing paperwork together in their kitchen

    New Fund Aims to Provide Relief to Struggling Homeowners

    June 1, 2023

    Homeownership

    Arvest Bank’s mortgage division is pleased to share information that may help homeowners who have fallen behind on mortgage payments and/or other housing-related expenses as a result of the effects of COVID-19. 

    Read more
  • A group of four friends in their twenties to thirties having coffee together in a cafe

    Financial Basics for Millennials

    May 31, 2023

    Wealth Management

    With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood.

    Read more
  • Two mechanics working on a black car together; one is standing holding a clipboard and the other is taking a tire off the car.

    Determining Your Capital Needs

    May 30, 2023

    Financial Education

    "Capital," in investment terms, is money to finance the purchase of equipment, supplies and products. 

    Read more