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

April 21, 2015
Weakening earnings helped keep U.S. large cap stocks in check during the first quarter. U.S. manufacturing activity, as well as corporate profits,...
April 13, 2015
April 1, 2015

Dollars & Sense Blog

April 17, 2015
A few major themes have been driving equity markets as of late—energy prices, currencies, and monetary policy. It should...

Whitepapers & Articles

March 20, 2015
How do you preserve family wealth across multiple generations? It's not easy—it takes work. Sustaining a financial legacy can be a surprisingly...

Video Highlights

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 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.

Video Highlights