🎥 This week, Gretchen Duda (with a special guest!) breaks down the latest market headlines — S&P hitting new highs, Dollar General’s surprising stock moves, the GOP tax cut proposal, and today’s jobs report. Don’t miss her insights on what it all means for investors.
Our clients are as unique as their plans, but they tend to share a few things in common:
They’re disciplined savers with $1M+ in investable assets.
They care deeply about family, faith, and making a difference.
They want guidance that simplifies, not overwhelms.
They’re professionals, retirees, business owners, and big-hearted givers across Central PA and beyond.
Ready for a Plan That Reflects the Whole You?
Navigating retirement? Selling a business? Wondering how to pass on more than just money? We’re ready when you are. At Advent Partners, financial planning can be transformational. And you don’t have to do it alone.
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Generosity & Education Center
Jul 01 2025 Market Update Video
🎥 This week, Gretchen Duda (with a special guest!) breaks down the latest market headlines — S&P hitting new highs, Dollar General’s surprising stock moves, the GOP tax cut proposal, and today’s jobs report. Don’t miss her insights on what it all means for investors.
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The Clients We Serve
Our clients are as unique as their plans, but they tend to share a few things in common:
Ready for a Plan That Reflects the Whole You?