The latest from our research professionals

Our Insight

It starts with top-tier research—original to Convergent and a fundamental aspect of our firm from day one. With decades of collective experience modeling both traditional and alternative investments, our research professionals have deep and broad relationships within the investment management community.

Commentary & Analysis

October 15, 2014
U.S. large cap stocks and investment grade bonds turned in positive results during the third quarter of 2014—unfortunately for diversified investors...
October 9, 2014
September 10, 2014

Dollars & Sense Blog

October 16, 2014
The media has brought the term “bitcoin” to our attention. While negative headlines may prevent bitcoin from being initially...

Whitepapers & Articles

June 2, 2014
Will Equity Markets Sputter Or Can They Continue Their Torrid Pace? If one were to extrapolate the annual return based on the first quarter return of...

Video Highlights

Video Highlights

1 of 10
September 2014 Dave Zier on Fox Business | September 2014
How to Balance Your Portfolio
CEO Dave Zier gives tips for investing in today's market.

September 2014 Dave Zier on Fox Business | September 2014
Geopolitical Tensions & the Market
CEO Dave Zier provides insight on the latest geopolitical tensions and the markets.  

August 2014 Dave Zier on Fox Business | August 2014


CEO Dave Zier says “It is a unique and challenging time to be an entrepreneur right now.” Dave spoke on multiple topics. To view the segment on tax deserters, click here. To view the segment on Colorado anti-fracking, click here.


June 2014 Dave Kahn on Fox Business | June 2014

Where to invest today. David Kahn, Managing Director at Convergent Wealth Advisors, discusses the state of the markets with Liz Claman.

June 2014 Dave Zier on Fox Business | June 2014

Dave Zier, CEO of Convergent Wealth Advisors discusses long-term opportunities in emerging markets with Maria Bartiromo.

June 2014 Doug Wolford on Fox Business | June 2014

Doug Wolford, President and COO at Convergent Wealth Advisors discuss wealth management and where to invest with Liz Claman.

July 2013 Dave Zier on CNBC | July 2013

Can the Markets Momentum Continue?

The Dow is well on its way to a fourth day of gains and just about 100 points shy from its all-time high.

April 2013 Dave Zier on CNBC | April 2013

Do Bulls Have History on Their Side?

Surprising Advice from Top Ranked Advisor

August 2012 Dave Zier on CNBC | August 2012

How to Invest Post Fed Announcement