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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

July 13, 2023 Market Commentary

July 13, 2023 In this week’s Market Update video, Jeremy Reed discusses the Bull Market and the uncertainty of recovery.

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  • Weekly Market Updates

June 27, 2023 Market Commentary

June 27, 2023 In this week’s Market Commentary video, Jamie French addresses the importance of reviewing your investment strategies due

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  • Team Member Spotlights

Advent Partners Spotlight: Colin Bernd

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

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  • Weekly Market Updates

June 8, 2023 Market Commentary

Watch this week’s Market Commentary video! Chris VanHart discusses the May payroll report and next week’s update on US inflation

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  • Weekly Market Updates

June 2, 2023 Market Commentary

Check out this week’s Market Commentary video! Colin Bernd gives a brief (only one minute!) update on the debt ceiling,

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  • Weekly Market Updates

May 16, 2023 Market Commentary

Please watch this week’s Market Commentary video! This week, Jim Dunlop discusses the political debate surrounding the debt ceiling.

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  • Team Member Spotlights

Advent Partners Spotlight: Gretchen Duda

One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As

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  • Economic Updates

Q2 2023 Economic Update

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  • Weekly Market Updates

May 10, 2023 Market Commentary

Watch this week’s Market Commentary video, where Jeremy Reed reviews the recent Federal Reserve rate hikes, April Jobs Report, 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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