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 22, 2014
The Future?   Since Bitcoin is open source, much like the internet, additional layers and functionality can be added on,...

Whitepapers & Articles

October 23, 2014
Here we are, over ten months into the year, and much like 2011, U.S. equities and bonds are the leaders of the pack. We still see non-U.S. and...

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.