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We’ve gathered our knowledge of the industry, late breaking news, and wealth management tips in one place to help you keep on top of your own personal wealth management, market conditions and the economy. After all, your success is our success as we strive to be your lifetime financial partner.

 

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Latest Thoughts from 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.
    Read more

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.

  • 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.
    Read more
  • 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.
    Read more
  • An older couple walking hand in hand with their suitcases at the beginning of a trip

    Is Your Retirement Plan Ready for the Transition?

    June 24, 2026

    Wealth Management
    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.
    Read more
  • A smiling couple meeting with their financial advisor

    Market Volatility: Navigating Today's Changing Markets

    June 9, 2026

    Wealth Management
    To explore what investors should focus on today, we are sharing a conversation with Arvest Wealth Management's Chief Investment Strategist, Clay Nickel.
    Read more
  • A senior couple looking at paperwork together in their living room

    Navigating the Complexities of Executive Compensation

    May 29, 2026

    Wealth Management
    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.
    Read more
  • young man reviewing documents at his laptop

    Financial Literacy Month Starts With America Saves

    April 10, 2026

    Wealth Management
    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.
    Read more
  • Women sitting at a computer

    Maximizing the Value of Your Equity Compensation

    March 26, 2026

    Wealth Management
    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.
    Read more
  • Two men working at a table on business plans

    Family Business Succession: Values and Planning

    March 10, 2026

    Wealth Management
    ​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.
    Read more
  • A couple sitting in an office reviewing paperwork with a financial advisor

    Securing Your Legacy: High-Impact Estate Planning Ideas

    February 10, 2026

    Wealth Management
    Collections of federal estate and gifts taxes amount to a rounding error in the federal budget these days.
    Read more
  • Women meeting with financial advisor in an office setting

    Tax strategies for high-income taxpayers

    January 29, 2026

    Wealth Management
    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.”
    Read more
  • A middle-aged couple walking outdoors in the fall

    The unexpected tax angles of long-term care

    December 8, 2025

    Wealth Management
    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.
    Read more
  • 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.
    Read more