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DEC 22 2011 | Convergent Wealth Advisors Wraps Up a Dynamic Year Convergent Wealth Advisors wraps up a record year in terms of new business.
NOV 21 2011 | Steve Lockshin's Letter to the Editor Published in Barron's Convergent CEO Steve Lockshin addresses Warren Buffett's position on increasing taxes. To read the letter, click here.
OCT 26 2011 | Convergent Launches Independence by Convergent™ Convergent Wealth Advisors launches Independence by Convergent™, a new division focused exclusively on serving the needs of clients starting wtih $500,000 in investable assets.
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RECENT HIGHLIGHTS
JAN 25 2012 Equities Shifted Into Neutral If it weren’t for concerns over government debt burdens around the developed world, equities might actually rally. The follow... More » JAN 24 2012 Global Financials Update: January 20, 2012 The S&P 500 index rose again this week (+1.7%), bringing the return up to +4.6% for the first three weeks of the year. Af... More » JAN 17 2012 Interesting Times Continue Two recent news stories have caught my eye and I thought they were worth sharing. Neither story is earth-shattering, but each... More » |
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