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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

Nov 11 2024 Market Update Video

In this week's market update video, Jeremy Reed discusses the market's reaction to the 2024 presidential election.

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  • Economic Updates

Q4 2024 Economic Update

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  • Weekly Market Updates

Oct 29 2024 Market Update Video

In this week's market update video, Chris VanHart talks about the historical impact of presidential elections to market volatility and

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  • Articles, Charitable Planning

Donating Stock to Charity: How Does It Work?

Donating stock to charity is easier than it sounds. Learn how the process works and the two tax benefits you

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  • Uncategorized

The Power of Purposeful Philanthropy: A Recap of Best Moments in Giving

In this exclusive episode of You Can’t Take it With You, Jim Dunlop reflects on his most insightful conversations with

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  • Weekly Market Updates

Oct 07 2024 Market Update Video

In this week's market update video, Chris VanHart talks about the historical impact of presidential elections to market volatility and

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  • Weekly Market Updates

Oct 01 2024 Market Update Video

In this week's market update video, Jeremy Reed recaps September and discusses the PCE index, Chinese stimulus package, and the

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  • Articles, Tax Strategies

Correction vs Bear Market vs Recession: What’s the Difference?

A market correction, bear market, and recession are not the same thing. Learn how to spot the differences and financially

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

Building a Legacy: Fighting Poverty and Inspiring Generosity With Megan Shreve

In this episode of You Can’t Take it With You, host Jim Dunlop sits down with Megan Shreve, CEO of

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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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