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 […]
Mar 24 2025 Market Update Video
Last week, the Fed shared its latest update—what does it mean for interest rates, inflation, and GDP growth? Jeremy Reed breaks it all down in this week’s market update. Watch now to stay informed!
Mar 18 2025 Market Update Video
This week, Jim brings a St. Patrick’s Day twist to our market update! Just like St. Patrick’s journey, market corrections test our patience—but history shows that recovery follows. Tune in as Jim shares insights on navigating volatility and the lessons we can take from resilience and faith.
How Do Charitable Donations Affect Taxes?
It goes without saying that charitable donations are a meaningful way to support causes you care about. But understanding how charitable donations affect taxes is a crucial component of having an effective financial plan for you and your loved ones.
Mission, Microfinance, and Impact: A Guide to Sustainable Generosity With Peter Greer
In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Peter Greer, President and CEO of HOPE International, to discuss how microfinance fuels sustainable generosity. Peter explains how small investments can lead to long-term community transformation, why nonprofits should collaborate instead of compete, and how generosity extends beyond money […]
Mar 13 2025 Market Update Video
This week, Colin Bernd dives into the ups and downs of the market—comparing recent volatility to a rollercoaster ride. From trade tensions and tariffs to the S&P industrial sector and NASDAQ reactions, he breaks down what’s driving the market’s latest twists and turns.
