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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

Q1 2026 Economic Update

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  • Weekly Market Updates

Mar 17 2026 Market Update Video

This week’s market update with Chris VanHart covers a little bit of everything—from oil prices and what they mean for

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  • Weekly Market Updates

Mar 10 2026 Market Update Video

Geopolitical tensions in the Middle East can ripple far beyond the region—often showing up quickly in the futures markets. In

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  • Generosity Podcast, You Can’t Take it With You Podcast

How Intentional Generosity Can Change Lives With Eric Saunders

In this episode of You Can’t Take it With You, host Jim Dunlop is joined by Eric Saunders, Executive Director

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  • Weekly Market Updates

Mar 02 2026 Market Update Video

Headlines have been heavy this week. Colin Bernd breaks down the impact of Middle East escalations, the ripple effect on

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person reading a paper called Buisness
  • Weekly Market Updates

Feb 25 2026 Market Update Video

In our latest Market Update, Jim Dunlop explains how a viral article about the future impact of AI contributed to

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  • Generosity Podcast, You Can’t Take it With You Podcast

Building Wealth, Purpose, and Meaningful Generosity With Rocky Lalvani

In this episode of You Can’t Take it With You, host Jim Dunlop is joined by Rocky Lalvani, Founder of

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  • Weekly Market Updates

Feb 09 2026 Market Update Video

Last week brought a wave of market volatility — especially in the technology sector. In this week’s Market Update video,

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  • Weekly Market Updates

Feb 03 2026 Market Update Video

Markets had plenty to react to this week—from the announcement of the Fed’s successor to Jerome Powell, to volatility in

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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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