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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
FEB 02 2012 Back to the Future (Sci-Fi Meets Psychology) Before 2008 set a new benchmark for difficult years in the investment advisory business, I used to say that 1998 was my most ... More » JAN 30 2012 Recap of Q4 Market Activity 2011 was a year of risk aversion, as investors flocked to the relative safety of U.S. large cap stocks, bonds, and gold while... More » 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 » |
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