Q2 2025 Economic Update
May 08 2025 Market Update Video
In this week’s market update, Jim Dunlop discusses short-term and long-term investor mindsets. Understanding this can help you stay focused and confident, no matter what the markets are doing.
Succession Planning for Business Owners
Succession planning is a crucial yet often overlooked aspect of running a business. As a small business owner, you’ve invested countless hours, energy, and resources into building your enterprise. But what happens to everything you’ve built when it’s time for you to move on? Whether you’re planning to retire, sell your business, or pass it […]
Apr 23 2025 Market Update Video
In this week’s market update, Chris VanHart reminds us that even during challenging times, there is good to be found. Market cycles are natural — and staying focused on the bigger picture can make all the difference.
From Bitcoin Gifts To Rescuing The Vulnerable: Jason Burtt’s Radical Approach to Generosity
In this episode of You Can’t Take it With You, Jim Dunlop sits down with Jason Burtt, Senior Major Gifts Officer at Grove City College, to talk about unlocking joy through intentional giving. Jason shares the story behind a $4 million Bitcoin donation, the birth of The One Coalition, and the power of going first […]
How Estate Planning Can Fuel Generosity With Mike Cherewka
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Mike Cherewka, Founder and Owner of Cherewka Law PC, to discuss how estate planning can serve as a vehicle for generosity. They explore creative giving strategies, the role of charitable trusts, and how to empower clients to support causes […]
What is Tax Loss Harvesting?
In the eternal quest to achieve portfolio optimization, tax loss harvesting has become a popular concept among investors these days. But what exactly is tax loss harvesting? And is it a sound strategy for your portfolio—or just another industry buzzword? Below, we’ll break down this concept, explore how it works, and reveal why it can […]
Apr 08 2025 Market Update Video
Market volatility got you uneasy? In this week’s Market Update, Jamie French shares 5 timely reminders to help keep your perspective steady — especially as recent tariffs stir the markets.
To Build a Successful Firm, You Must Invest in a Healthy Employee Culture
Advent Partners’ Managing Partner Jim Dunlop was recently featured in InvestmentNews. In his article, Jim shares how investing in a strong firm culture has transformed our team, boosted morale, and helped us attract top talent. His insights highlight why intentional culture-building isn’t just good for employees—it’s a key driver of business success. Read full article […]
Redefining Financial Success Through Generosity With Michelle Clary
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Michelle Clary, Founder, CEO, and Senior Wealth Advisor at Piton Wealth, to discuss how generosity can redefine financial success. They explore why giving during your lifetime creates a greater impact, how to strategically distribute wealth, and the emotional rewards […]
