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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 07 2023 Market Commentary

In this week’s market update video, Jim Dunlop discusses last week’s stock market rally and Treasury yields.

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  • Economic Updates

Q4 2023 Economic Update

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  • Articles, Faith-Based Financial Planning

What is a Certified Kingdom Advisor®?

A Certified Kingdom Advisor® (CKA) is specially trained to give you financial advice that’s rooted in Christian values. See what

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  • Weekly Market Updates

Oct 19 2023 Market Commentary

In this week’s Market Commentary video, Jamie French discusses the market impact of the current crisis in the Middle East.

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  • Team Member Spotlights

Advent Partners Spotlight: Lindsey Kolaric

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside

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  • Articles, Tax Strategies

If You Can Afford Daycare, You Can Afford College

There’s crazy pressure on parents these days. From 1965 to 2012 the amount of time parents interacted with their children

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  • Articles, Tax Strategies

7 Common Mistakes Parents Make When Planning for College

7 Common Mistakes Parents Make When Planning for College

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  • Weekly Market Updates

Oct 10 2023 Market Commentary

In this week’s Market Commentary video, Jeremy Reed connects the uncertainties of the current market with spooky Halloween mischief.

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  • Weekly Market Updates

Sept 28 2023 Market Commentary

In this week’s Market Commentary video, Jim Dunlop discusses the possible government shutdown, short term impacts vs long term investing,

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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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