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.

May 10, 2013

Market Pulse Report

The U.S. stock market is hitting record highs, driven by a Goldilocks combination of economic growth strong enough to avoid recession, yet tepid...

April 12, 2013

Quarterly Market Overview

April 8, 2013

Market Pulse Report

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May 10, 2013

Where is the Rally in Emerging Markets?

The U.S. stock market is hitting record highs, driven by a Goldilocks combination of economic growth strong enough to avoid...

April 18, 2013

Volatility Again? What Gives?

April 8, 2013

Still Room for Stocks to Run

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May 6, 2013

The Affluent Marketplace Intensifies—Challenges and Opportunities Ahead

The investment advisory arena continues to be as dynamic as ever. Traditional providers of advice and services to the high net worth investor (HNW—$...

May 2, 2013

Achieving Tax Benefits through the Inter Vivos QTIP Trust

February 8, 2013

The Risks of Fixed Income Investing

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April 2013 Dave Zier on CNBC | April 2013

Do Bulls Have History on Their Side?

Surprising Advice from Top Ranked Advisor
March 2013 Dave Zier on CNBC | March 2013

Historic Streak is Over
November 2012 Dave Zier on CNBC | November 2012

Fiscal Cliff Outcome & Your Investments

Disclosure: Any performance returns described are asset class based and do not necessarily reflect any Convergent client’s returns or expected returns.
August 2012 Dave Zier on CNBC | August 2012

How to Invest Post Fed Announcement
June 2012 Expert on Europe’s Effect on Global Economy | June 6, 2012
April 2012 Dave Zier Featured on CNBC's Closing Bell

Convergent Wealth Advisors' Executive Vice President, Dave Zier, was featured on CNBC's Closing Bell on April 26, 2012.
April 2012 Dave Zier on CNBC's Closing Bell

Convergent Wealth Advisors' Executive Vice President, Dave Zier, discusses the recent market selloff on CNBC's Closing Bell. Please note Convergent Wealth Advisors' AUA as of 12/31/11 is $10B, not $13B as stated by CNBC.
January 2012 Dave Zier on CNBC's Closing Bell

Convergent Wealth Advisors' Executive Vice President Dave Zier was featured on CNBC's Closing Bell on January 25, 2011.
October 2011 Steve Lockshin Featured on CNBC's Street Signs

On September 30, 2011, Convergent Founder and CEO Steve Lockshin was featured on CNBC's Street Signs.
March 2011 Convergent CEO on Countdown to the Closing Bell

Convergent Founder and CEO Steve Lockshin was featured in a Fox Business exclusive on Countdown to the Closing Bell with Liz Claman on March 1, 2011.