Advent Partners Spotlight: Holly Rosensteel
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our September spotlight is Holly Rosensteel. Position: Client Relationship Manager Specialty: Trading, Technology, and PKS What do your friends and family say about you? My friends and family would say how dedicated I […]
Sept 19 2023 Market Commentary
In this week’s Market Update video, Chris VanHart discusses home purchase trends, mortgage rates and reflects on the post-9/11 housing market.
Aug 31 2023 Market Commentary
In this week’s Market Commentary video, Jamie French talks about recent S&P performance and the impact of AI driven technology.
Q3 2023 Economic Update
Advent Partners Spotlight: Chris VanHart
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our August spotlight is Chris VanHart. Position: Wealth Advisor & Practice Manager Specialty: Helping families balance their retirement goals with their other family-related goals. Whether it be college for kids and grandkids or planning […]
July 27, 2023 Market Commentary
July 27, 2023 In this week’s Market Update video, Jeremy Reed discusses the 11th interest rate hike since March 2022 and other updates.
Advent Partners Spotlight: Sheri Norvell
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. July’s spotlight is our newest team member, Sheri Norvell. Position: Executive Assistant Specialty: Making people smile 😊 Your favorite thing about yourself is? My faith and my creativity. The last book you […]
July 13, 2023 Market Commentary
July 13, 2023 In this week’s Market Update video, Jeremy Reed discusses the Bull Market and the uncertainty of recovery.
June 27, 2023 Market Commentary
June 27, 2023 In this week’s Market Commentary video, Jamie French addresses the importance of reviewing your investment strategies due to recent interest rate increases.
Advent Partners Spotlight: Colin Bernd
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. June’s spotlight is Colin Bernd, Client Relationship Manager. Position: Client Relationship Manager Specialty: Building financial plans What is the last book you read? “Start with Why: How Great Leaders Inspire Everyone To Take […]
