Generosity & Education Center

June 5 2026 Market Update Video

The markets are in a tug of war — and Jim Dunlop breaks down what’s really driving the tension. From volatility in equities to shifting oil prices amid ongoing Middle East uncertainty, this week’s update covers what investors need to know.

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Market Commentary

July 2 Market Update Video

Gretchen Duda breaks down this week’s market moves: AI stock volatility, Oracle’s steep drop, Alphabet joining the Dow, Bitcoin’s ongoing

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The Clients We Serve

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Our clients are as unique as their plans, but they tend to share a few things in common:

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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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