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 […]
Dec 14 2023 Market Commentary
In this week’s Market Update video, Christopher VanHart discusses an early Christmas present from the Fed!
Dec 06 2023 Market Commentary
In this week’s Market Update video, Jeremy Reed discusses recent performances by the “Magnificent Seven” and bonds.
Nov 22 2023 Market Commentary
In this week’s market update video, Jamie French discusses gratefulness going into the holiday season.
Advent Partners Spotlight: Jim Dunlop
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our November spotlight is Jim Dunlop. Position: Founding Partner, Wealth Advisor What’s a special tradition or moment in your life that brings you the most joy? My weekly breakfast dates with each […]
Nov 07 2023 Market Commentary
In this week’s market update video, Jim Dunlop discusses last week’s stock market rally and Treasury yields.
Q4 2023 Economic Update
Oct 19 2023 Market Commentary
In this week’s Market Commentary video, Jamie French discusses the market impact of the current crisis in the Middle East.
Advent Partners Spotlight: Lindsey Kolaric
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our October spotlight is Lindsey Kolaric. Position: Marketing Manager Specialty: Social media, events coordinator, and PA notary What do your friends and family say about you? My friends and family would say that their […]
Oct 10 2023 Market Commentary
In this week’s Market Commentary video, Jeremy Reed connects the uncertainties of the current market with spooky Halloween mischief.
