Expert Opinions,
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& Financial Insights
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.
Market Trends & Financial Insights
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Latest Thoughts from Arvest Wealth Management
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Read moreFoundational Elements of a Comprehensive Estate Plan Part II
September 21, 2026
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.
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.
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Read moreEstablishing a Budget
June 3, 2024
Do you ever wonder where your money goes each month? Does it seem challenging to get ahead? If so, establishing a budget can help keep track of how you spend your money and help you reach your financial goals.
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Read moreRetirement – The switch from accumulation to distribution
May 23, 2024
When it comes to retirement, one of the most common regrets expressed by the recently retired in surveys is not having saved enough. Another regret is spending too much too soon.
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Read moreSaving for Retirement
May 21, 2024
Although most people recognize the importance of sound retirement planning, they don’t always embrace the work involved.
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Read moreUnderstanding Long-Term Care Insurance
March 22, 2024
As the costs of home care, nursing homes, and assisted living escalate, you probably wonder how you'll ever be able to afford long-term care. One possible solution is long-term care insurance (LTCI). -
Read moreHow Can Investments be “Tax-Efficient”?
March 11, 2024
“Tax efficient” investing means taking steps to minimize losses to taxes in an investment portfolio. However, taxes should not be the primary reason to buy, hold, or sell an investment.
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Read moreA Retirement Income Roadmap for Women
March 6, 2024
Many women are working and taking charge of their own retirement planning. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?
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Read moreWhen Do You Make Your IRA Contributions?
February 23, 2024
The earlier you make your IRA contributions, the longer they will grow. So, under that theory, you should have made your IRA contributions for tax year 2023 at the beginning of 2023.
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Read moreUnderstanding Roth IRAs and conversion options
December 7, 2023
According to the Investment Company Institute’s 2023 handbook, as of the beginning of 2023, some $33.6 trillion worth of assets had been earmarked for retirement.
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Read moreFacing the Music: RMDs
November 29, 2023
The tax deferral accorded to IRAs and qualified retirement plans has helped to push total retirement resources in the USA to $33.6 trillion at the end of 2022 (Investment Company Institute 2023 Fact Book).
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Read more
Caring for Your Aging Parents
October 24, 2023
Caring for your aging parents is something you hope you can handle when the time comes, but it can be very challenging and is often the last thing you want to think about.
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Read moreNational Estate Planning Awareness Week
October 17, 2023
Every year since 2009, during the third week of October (the 17th through the 23rd in 2023), estate planners across the country recognize National Estate Planning Awareness Week.
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Read moreMyths and Facts About Social Security
September 29, 2023
Myth: Social Security will provide most of the income you need in retirement.
Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.
