Q1 2025 Economic Update

Generosity & Education Center

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Weekly Market Updates

October 13 Market Update: Why Bond Yields Just Hit a 24-Year High

Your Weekly Market Update:
Weekly Market Updates from Advent Partners: why the 10-year Treasury yield hit a 24-year high

October 14, 2026

Articles

Retirement Planning: 4 Steps to Turn Savings to Income

By Jim Dunlop, CFP®, Wealth Advisor and Managing Partner at Advent Partners After years of saving and investing, one of

October 13, 2026

Volatility Antidote Workbook

Use this practical guide to help you in uncertain markets.

October 7, 2026

The Clients We Serve

They come to us for more than just strategy. Our clients seek conversations that feel like they matter. Because they do.

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.