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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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  • Articles, Retirement Planning

Financial Planning: 5 Changes When You Retire

“What happens when the paycheck stops?” As retirement approaches, this financial uncertainty can cause some sleepless nights. Income shifts, expenses

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  • Weekly Market Updates

August 19 Market Update

Your Weekly Market Update Treasury yields reached their highest levels since 2007 this week, with similar trends observed in Germany,

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  • Events

Food Drive Prep for Ruth’s Harvest

Join Advent Partners as we help prepare for Ruth's Harvest's Food Drive. Ruth's Harvest is a local ministry that provides

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  • Weekly Market Updates

August 3 Market Update

The Federal Reserve held interest rates steady again this week, though the decision wasn't unanimous — several regional Fed presidents

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

Rethinking Generosity and Building a Culture of Impactful Giving With Rick Peck

Rick Peck is the Founder of The Philanthropy Guy, a resource hub that helps nonprofits, donors, and professional advisors make

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  • Weekly Market Updates

July 30 Market Update

What's driving markets this week? A packed economic calendar — the Federal Reserve's rate decision, GDP data from the US

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  • Weekly Market Updates

July 24 Market Update

Strong earnings, choppy markets — here's why both can be true at once. In this update, we unpack the earnings-vs-expectations

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  • Events

Declutter and Donate Day

In honor of National Clutter Awareness Week, Advent Partners is hosting a community Declutter & Donate Day. It is a

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  • Weekly Market Updates

July 10 MarketUpdate

This week: SpaceX joined the NASDAQ 100 less than a month after going public, and that matters even if you

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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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