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

February 10, 2015
Markets have gotten a bit choppy as of late, with big swings in oil prices and interest rates causing investor angst. Worries about European...
February 3, 2015
January 23, 2015

Dollars & Sense Blog

February 10, 2015
Markets have gotten a bit choppy as of late, with big swings in oil prices and interest rates causing investor angst....
January 12, 2015
December 10, 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

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