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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

Jan 29 2026 Market Update Video

Markets can feel a bit like being in the passenger seat sometimes. In this week’s market update, Jim Dunlop unpacks

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  • Weekly Market Updates

Jan 15 2026 Market Update Video

What does recent inflation data mean for investors? How did markets shape up in 2025—and what could the new year

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woman holding cash
  • Weekly Market Updates

Jan 06 2026 Market Update Video

In this week’s Market Update, Colin Bernd reflects on the enduring insight of Warren Buffett—why his words still matter, the

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  • Weekly Market Updates

Dec 15 2025 Market Update Video

From holiday consumer spending trends to the surge in Christmas music popularity, Gretchen Duda covers a range of timely insights

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  • Articles, Retirement Planning

When is the Best Time to Retire? | Advent Partners

When is the best time to retire? It seems like such a simple question, and yet there are no simple

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  • Weekly Market Updates

Dec 04 2025 Market Update Video

This week, Jim Dunlop shares what investors should be watching as we head into upcoming Federal Reserve announcements over the

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  • Weekly Market Updates

Nov 25 2025 Market Update Video

Take a quick break from the prep and tune in for a festive look at what’s happening in the markets.

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  • Articles, Faith-Based Financial Planning, Tax Strategies

What Does the Bible Say About Debt?

You probably don’t enter many financial decisions thinking, “I want to be in debt.” And yet, for many Americans, debt—especially

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  • Weekly Market Updates

Nov 16 2025 Market Update Video

Colin breaks down several key developments: the U.S. Mint’s decision to stop making pennies, the end of the longest government

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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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