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

November 11, 2014
October has historically been an unsettling time for investors. Not only did the stock market crash of 1929 occur during the month, but the loss in...
November 1, 2014
October 15, 2014

Dollars & Sense Blog

November 13, 2014
October has historically been an unsettling time for investors. Not only did the stock market crash of 1929 occur during the...

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.