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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

Northeastern Star Asset Management Joins Advent Partners

Financial planning firms in Adams and Cumberland Counties blend expertise and offerings to better serve clients across Pennsylvania and nationwide.

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  • Weekly Market Updates

Nov 12 2025 Market Update Video

In this week's market update video, Gretchen discusses the potential end to the federal government shutdown — and what that

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  • Economic Updates

Q4 2025 Economic Update

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  • Weekly Market Updates

Oct 30 2025 Market Update Video

In this week’s Market Update, Jim Dunlop discusses the Fed Chairman’s announcement on interest rate cuts—both now and in the

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  • Articles, Financial Planning for Business Owners, Retirement Planning

What is the Best 401(k) for Small Business Owners?

As a small business owner, you wear many hats – CEO, marketer, accountant, and chief problem-solver. So, planning for retirement

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  • Weekly Market Updates

Oct 16 2025 Market Update Video

In this week’s video, Jim shares insights on how geopolitical developments, rising grocery prices, and the Federal Reserve’s upcoming inflation

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  • Weekly Market Updates

Sept 29 2025 Market Update Video

From the latest jobs reports to the playful buzz of #FatBearWeek, and the looming government shutdown threat, Gretchen breaks down

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  • Weekly Market Updates

Sept 18 2025 Market Update Video

This week’s Market Update with Jim Dunlop covers the Fed’s recent announcement on interest rate cuts and what it could

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  • Weekly Market Updates

Sept 04 2025 Market Update Video

In this week’s Market Update, Jeremy Reed breaks down current headlines: the latest on the Dow, GDP, and what recent

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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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