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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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  • Economic Updates, Events

Quarterly Economic Update: Market Volatility

Market swings are a normal part of investing, but that doesn't make them easier to sit through.

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  • Weekly Market Updates

September 22 Market Update

Your Weekly Market Update Fed Raises Rates for the First Time Since 2023 — What It Means for Your Money

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  • Weekly Market Updates

September 19 Market Update

Your Weekly Market Update Fed Raises Rates for First Time Since 2023

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Q3 Economic Update 2026
  • Economic Updates

Q3 2026 Economic Update – Market Update and Medicare 101

Advent Partners’ Q3 2026 client event covered two topics that matter most as you plan for retirement: navigating health coverage

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  • Articles, Team Member Spotlights

Why We Founded Advent Partners: A Legacy of Intentional Preparation

By Jamie French & Jim Dunlop, CFP®, Managing Partner at Advent Partners Every business has a beginning, but not all

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

Generosity Is for You, Not From You With Zac Larson

Zac Larson is a Founding Partner and Wealth Advisor at IntentGen Financial Partners, a financial planning and investment advisory firm

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Chris Vanhart Weekly update
  • Weekly Market Updates

September 4 Market Update

Your Weekly Market Update Market Update: Iran-U.S. Conflict Drives Oil and Bond Volatility

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  • Weekly Market Updates

August 26 Market Update

Your Weekly Market Update This Week's Market Update: Inflation, Nvidia Earnings & the Fed's Jackson Hole Address

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  • Economic Updates, Events

Quarterly Economic Update: Medicare 101 & Economic Outlook

Quarterly Economic Update: Medicare 101 & Economic Outlook Advent Partners is teaming up with Fogarty Insurance Advisors for our next

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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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