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Generosity & Education Center

Grow Your Generosity. Expand Your Know-How.

Financial wellness starts with understanding. That’s why we created the Advent Partners Education Center—a growing library of tools, videos, updates, and resources designed to help you make confident, informed decisions for yourself, your family, your business, and your giving.

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Weekly Update with Ken and Jim from Advent Partners
  • Weekly Market Updates

November 11 Extended Weekly Update: Model Portfolio Updates – What’s Changing and Why

Ken Ferrone, CFA, explains Advent Partners' model portfolio updates: new 50/50 and 70/30 models, shorter bond duration and broader diversification.

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Concerned investor looking at a laptop displaying a declining stock market chart and financial data.
  • Articles, Retirement Planning

How We Help Clients Stay Calm During Market Volatility

By Jamie French When markets drop, we tend to hear from clients all wondering the same thing: Does this change

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Weekly Update with Colin Thumbnail
  • Weekly Market Updates

November 5 Market Update: How Stocks Reacted to the 2026 Midterms

Colin Bernd explains how stocks reacted to the 2026 midterm elections, why oil and AI stocks fell, and what history

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Chris Vanhart Weekly update
  • Weekly Market Updates

October 29 Market Update: Fed Holds Rates as Midterms Near

The Fed holds rates at 3.75% to 4% as midterms near. Chris Van Hart covers the Fed, Big Tech earnings,

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Advent Partners Toys for Tots toy drive poster
  • Events

Christmas Toy Drive for Toys for Tots

Advent Partners is proud to be a collection site for Toys for Tots this holiday season. Drop off a new,

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Gretchen Duda - weekly market update
  • Weekly Market Updates

October 22 Market Update: 2027 Social Security COLA and When to Claim

The 2027 Social Security COLA is 3.6%, about $75 more per month. Learn how Medicare Part B and your claiming

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Weekly Market Update with Jamie French Thumbnail
  • Weekly Market Updates

October 13 Market Update: Why Bond Yields Just Hit a 24-Year High

Your Weekly Market Update: Weekly Market Updates from Advent Partners: why the 10-year Treasury yield hit a 24-year high and

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  • Articles, Retirement Planning

Retirement Planning: 4 Steps to Turn Savings to Income

By Jim Dunlop, CFP®, Wealth Advisor and Managing Partner at Advent Partners After years of saving and investing, one of

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  • Downloadable Tools

Volatility Antidote Workbook

Use this practical guide to help you in uncertain markets.

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Financial Resources Designed to Elevate Your Own Resources

You don’t need a finance degree to stay informed. Our updates are designed for real people who want real insight. Smart giving starts with smart planning, which is why many of our articles and tools are built around philanthropic strategies, estate planning, and faith-based generosity.
We want you to feel equipped not just to give, but to give well.

Your Financial Planning Journey Starts Here

Our financial advisors have the experience and know-how to apply these Education Center strategies directly into your own life. Ready to take the first step? Simply schedule a no-obligation phone call.

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