Advent Partners' Q3 2026 client event covered two topics that matter most as you plan for retirement: navigating health coverage before and during Medicare, and where the markets and economy stand heading into the back half of the year.

Weekly Market Updates
November 11 Extended Weekly Update: Model Portfolio Updates – What’s Changing and Why
Ken Ferrone, CFA, explains Advent Partners’ model portfolio updates: new 50/50 and 70/30 models, shorter bond duration and broader diversification.

