Advent Partners Spotlight: Chris VanHart
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. Our August spotlight is Chris VanHart. Position: Wealth Advisor & Practice Manager Specialty: Helping families balance their retirement goals with their other family-related goals. Whether it be college for kids and grandkids or planning […]
July 27, 2023 Market Commentary
July 27, 2023 In this week’s Market Update video, Jeremy Reed discusses the 11th interest rate hike since March 2022 and other updates.
Advent Partners Spotlight: Sheri Norvell
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. July’s spotlight is our newest team member, Sheri Norvell. Position: Executive Assistant Specialty: Making people smile 😊 Your favorite thing about yourself is? My faith and my creativity. The last book you […]
July 13, 2023 Market Commentary
July 13, 2023 In this week’s Market Update video, Jeremy Reed discusses the Bull Market and the uncertainty of recovery.
June 27, 2023 Market Commentary
June 27, 2023 In this week’s Market Commentary video, Jamie French addresses the importance of reviewing your investment strategies due to recent interest rate increases.
Advent Partners Spotlight: Colin Bernd
Each month, we spotlight a different member of the Advent Partners team to share what they value inside and outside the office. June’s spotlight is Colin Bernd, Client Relationship Manager. Position: Client Relationship Manager Specialty: Building financial plans What is the last book you read? “Start with Why: How Great Leaders Inspire Everyone To Take […]
June 8, 2023 Market Commentary
Watch this week’s Market Commentary video! Chris VanHart discusses the May payroll report and next week’s update on US inflation numbers.
June 2, 2023 Market Commentary
Check out this week’s Market Commentary video! Colin Bernd gives a brief (only one minute!) update on the debt ceiling, defense spending, and more.
May 16, 2023 Market Commentary
Please watch this week’s Market Commentary video! This week, Jim Dunlop discusses the political debate surrounding the debt ceiling.
Advent Partners Spotlight: Gretchen Duda
One of our core team values is Relationships. Specifically, we value others by prioritizing relationships and putting people first. As we strive to create personal relationships with our clients and our colleagues, we are excited to share this new monthly team spotlight with you. This month, we are featuring our newest CFP®, Gretchen Duda. Gretchen […]
