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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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  • Generosity Podcast, You Can’t Take it With You Podcast

Restoring Hope for At-Risk Youth Through Faith and Giving With Matthew Reichart

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Matthew Reichart, Executive Director

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Cash and coins that look like they are growing
  • Weekly Market Updates

Jul 23 2025 Market Update Video

This week’s market update with Colin Bernd covers the summer calm after recent volatility, key earnings reports from major tech

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Financial Eduction
  • Articles

Jim Dunlop Named to AdvisorHub’s 100 Advisors to Watch List for 2025

🎉 Big congratulations to Jim Dunlop on being named to AdvisorHub’s 100 Advisors to Watch – 2025! Jim’s leadership and

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  • Weekly Market Updates

Jul 15 2025 Market Update Video

In this week’s market update, Jamie French breaks down how corporate earnings and inflation data are influencing both the stock

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person typing on a laptop
  • Weekly Market Updates

Jul 07 2025 Market Update Video

This week’s market update features the youngest member of the Advent Partners team alongside Jeremy Reed.

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the street signs of wall street and broadway at intersection
  • Weekly Market Updates

Jul 01 2025 Market Update Video

This week, Gretchen Duda (with a special guest!) breaks down the latest market headlines — S&P hitting new highs, Dollar

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Magnifying glass and house model, house selection, real estate concept.
  • Articles, Retirement Planning

Understanding Your Family’s Senior Living Options

Choosing the right senior living community can be one of the most significant decisions you will face as you or

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vintage typewriter with the word update typed on paper
  • Weekly Market Updates

Jun 09 2025 Market Update Video

It’s been a week full of headlines — from jobs reports and a rebound in the NASDAQ to Apple’s Worldwide

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You can't take it with you podcast
  • You Can’t Take it With You Podcast

How Philanthropy Creates Lasting Impact in Senior Living With J.D. Shuman

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with J.D. Shuman, President and

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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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