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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 Market Updates

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

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  • Weekly Market Updates

Mar 07 2025 Market Update Video

In this week's market update, Chris VanHart reflects on the start of Lent, the arrival of spring, and daylight saving

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  • Uncategorized

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

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  • Weekly Market Updates

Feb 18 2025 Market Update Video

Market noise or meaningful trends? This week, Jeremy Reed breaks down how to separate fact from fiction in a fast-moving

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  • Economic Updates

Q1 2025 Economic Update

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You can't take it with you podcast
  • Generosity Podcast

Purposeful Living and Creating a Legacy of Giving Back With Shane Moerdyk

In this episode of You Can’t Take it With You, Jim Dunlop speaks with Shane Moerdyk, Treasurer and Director of

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You can't take it with you podcast
  • Generosity Podcast

Volunteering, Collaboration, and Making a Difference With Tom Baker

In this episode of You Can’t Take it With You, Jim Dunlop sits down with Tom Baker, CEO of Variety

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You can't take it with you podcast
  • Generosity Podcast

Loving Extravagantly and Living Generously With Dr. Doug Spotts

In this episode of You Can’t Take it With You, Jim Dunlop speaks with Dr. Doug Spotts, Associate Professor of

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woman holding cash
  • Articles, Faith-Based Financial Planning

7 Financial Habits of Being a Good Steward

Being a good steward is about managing the resources you have—whether it’s time, money, or talents—in a way that aligns

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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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