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

January 23, 2015
Due to global uncertainties, we expect increased volatility across markets this year. In the face of slowing global growth and the resulting...
January 15, 2015
January 9, 2015

Dollars & Sense Blog

January 12, 2015
2014 is in the books, marking the sixth year of the economic recovery and stock market rally off the credit crisis lows. U....
December 10, 2014
November 13, 2014

Whitepapers & Articles

January 14, 2015
For most investors, the traditional foundations of comfortable living include a secure nest egg, a viable plan for long-term healthcare, and a dream...

Video Highlights

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.