This week: SpaceX joined the NASDAQ 100 less than a month after going public, and that matters even if you don't own the stock directly, since index funds like Invesco's QQQ are now required to hold it. We break down why that's happening, what it means for volatility, and what's next for Anthropic and OpenAI.
We also cover the Trump Accounts program, now officially live. What does it offers, who qualifies, and how the numbers could play out over a child's lifetime.
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.
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The One Big Beautiful Bill Act Summary – A Visual Guide
Complete the form below to access your free PDF guide.
By submitting this form, you are consenting to receive marketing emails from: Advent Partners, 1400 Proline Place, Suite 100, Gettysburg, PA, 17325, https://adventpartnersfp.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
Generosity & Education Center
July 10 MarketUpdate
This week: SpaceX joined the NASDAQ 100 less than a month after going public, and that matters even if you don't own the stock directly, since index funds like Invesco's QQQ are now required to hold it. We break down why that's happening, what it means for volatility, and what's next for Anthropic and OpenAI.
We also cover the Trump Accounts program, now officially live. What does it offers, who qualifies, and how the numbers could play out over a child's lifetime.
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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?