Feb 6 2024 Market Commentary

In this week’s Market Update video, Jim Dunlop discusses how recent Fed announcements and geopolitical events impact the market.

Jan 30 2024 Market Commentary

  In this week’s Market Update video, Colin Bernd discusses the recent S&P hot streak, PCE Report, and possible inflation rate cuts.

Jan 22 2024 Market Commentary

In this week’s Market Update video, Jeremy Reed discusses stock market rally, inflation, election year outlook, and consumer sentiment.

Jan 9 2024 Market Commentary

  In this week’s Market Update video, Jamie French discusses “soft landings,” the impact of Apple stock on the Market, and planning your contributions for 2024.

Jan 4 2024 Market Commentary

Please watch the first Market Update video of 2024! Chris VanHart discusses resolutions and habits for the new year.

Advent Partners Spotlight: Jamie French

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our December spotlight is Jamie French. Position: Founding Partner, Wealth Advisor Specialty: Tax, Charitable Planning, and Estate Planning What would your loved ones say their favorite thing about you is? My height, it […]

Dec 06 2023 Market Commentary

  In this week’s Market Update video, Jeremy Reed discusses recent performances by the “Magnificent Seven” and bonds.

Advent Partners Spotlight: Jim Dunlop

Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our November spotlight is Jim Dunlop. Position: Founding Partner, Wealth Advisor What’s a special tradition or moment in your life that brings you the most joy? My weekly breakfast dates with each of […]

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