Expert Opinions,
Market Trends
& 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
To keep up to date with market trends, analysis and financial news and reports, visit our insights library.
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 moreConducting a Periodic Review of Your Estate Plan
November 30, 2022
With your estate plan successfully implemented, one final, but critical, step remains–carrying out a periodic review and update. -
Read moreHave You Considered What Gift You Will Give Your Future Self?
November 18, 2022
There are moments when we may wish we could go back in time and tell ourselves what the future holds. If only we knew, we could avoid regrettable decisions and embrace an even better future.
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Read moreEstimating Your Retirement Income Needs
November 10, 2022
You know how important it is to plan for retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement.
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Read moreYou Can Harvest Investment Losses For Tax Savings
November 1, 2022
With the major stock market indices in bear market territory, this may be a good time to evaluate the potential benefits of realizing some capital losses in the investment portfolio.
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Three Halloween Lessons Investors Should Learn Too
October 26, 2022
Experience may be the best teacher, but that doesn’t mean we are all the best students. Many times, there are lessons we only grasp later in life once we’ve made the same mistakes over and over again.
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Read moreSix Keys to More Successful Investing
October 19, 2022
A successful investor maximizes gain and minimizes loss.
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Read moreFour Benefits of Working With a Financial Advisor
October 5, 2022
Becoming a do-it-yourselfer is easier than ever, thanks to the internet and YouTube. However, there are limits to self-empowerment. One area in which some people may be overconfident is financial management. -
Read moreEstate Planning: An Introduction
September 30, 2022
It can be burdensome to wonder what will happen to your estate upon your passing. However, there are plans you can put in place, with the help of professionals, to alleviate some of that weight.
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Read moreGrandparents Day. Showing Appreciation For Their Support.
September 9, 2022
In twenty-two countries around the world, a special day is designated to recognize and to celebrate grandparents. In America that day is the first Sunday after Labor Day.
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Read moreHow Much Life Insurance Do You Need?
September 1, 2022
Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase.
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Read moreInvesting for Major Financial Goals
August 23, 2022
Go out into your yard and dig a big hole. Every month throw $50 into it but do not take any money out until you are ready to buy a house, send your child to college, or retire. It sounds a little crazy, right?
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Read moreCelebrating Senior Citizens Day
August 19, 2022
Forty years ago, President Ronald Reagan signed Proclamation 5847 and marked August 21 as the day seniors will be celebrated.
