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Author: devaneyassociates

The Profound Impact of Strategic and Personal Philanthropy With Ron Cohen

In this episode of the You Can’t Take it With You podcast, our very own Jim Dunlop sits sits down with Ronald (Ron) A. Cohen, Financial Planning Specialist at Clarity Financial Planning Group, to explore the profound impact of strategic and personal philanthropy. They discuss how generosity can ripple through individuals and organizations, creating a […]

Healing Through Giving: Ralph Serpe on the Power of Thoughtful Philanthropy

In this episode of the You Can’t Take it With You podcast, Ralph Serpe, President and CEO of the Adams County Community Foundation, joins Jim Dunlop to explore the multifaceted impact of thoughtful giving. They discuss stories of turning personal loss into community gain, the transformative power of family legacies in philanthropy, and innovative approaches […]

Feb 6 2024 Market Commentary

In this week’s Market Update video, Jim Dunlop discusses how recent Fed announcements and geopolitical events impact the market.

Jan 30 2024 Market Commentary

  In this week’s Market Update video, Colin Bernd discusses the recent S&P hot streak, PCE Report, and possible inflation rate cuts.

Jan 22 2024 Market Commentary

In this week’s Market Update video, Jeremy Reed discusses stock market rally, inflation, election year outlook, and consumer sentiment.

Jan 9 2024 Market Commentary

  In this week’s Market Update video, Jamie French discusses “soft landings,” the impact of Apple stock on the Market, and planning your contributions for 2024.

Jan 4 2024 Market Commentary

Please watch the first Market Update video of 2024! Chris VanHart discusses resolutions and habits for the new year.

Advent Partners Spotlight: Jamie French

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our December spotlight is Jamie French. Position: Founding Partner, Wealth Advisor Specialty: Tax, Charitable Planning, and Estate Planning What would your loved ones say their favorite thing about you is? My height, it […]

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Download the Form CRS Relationship Summary – TAN

Download the Form CRS Relationship Summary – TIMI

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services,  Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons. Download Thrivent Advisor Network’s (TAN’s) Client Relationship Summary (CRS) at TAN CRS form. 

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Advent Partners are not affiliated companies. DISCLOSURES

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