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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

April 25, 2023 Market Commentary

In this week’s Market Commentary video, Client Relationship Manager Gretchen Duda briefly talks about upcoming tech companies’ earning reports.

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  • Weekly Market Updates

April 18, 2023 Market Commentary

In this week’s Market Commentary video, Jamie French discusses how Advent Partners can help you evaluate your taxes.

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  • Weekly Market Updates

April 12, 2023 Market Commentary

In this week’s Market Commentary video, Chris VanHart examines the latest inflation report, the labor market, and role of the

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  • Weekly Market Updates

March 23, 2023 Market Commentary

Video Transcript: Stubborn inflation! Failing banks! Tight labor market! Ups and downs in the stock market! Jerome Powell and the

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  • Articles, Team Member Spotlights

What Makes An Advent Partners Client Special?

Celebrating Our Clients on International Clients' Day.

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  • Weekly Market Updates

March 14, 2023 Market Update

This week's Market Commentary video - Jamie French examines the recent bank failures and what impact they can have on

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  • Weekly Market Updates

March 6, 2023 Market Update

Market Update 03.06.2023

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  • Weekly Market Updates

February 28, 2023 Market Update

Market Update 02.28.2023

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  • Articles, Charitable Planning

Non-Cash Assets & Charitable Giving

Understanding the Charitable Power of Your Non-Cash Assets

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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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