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

July 1, 2015
The dog days of summer have arrived early this year, and markets have not taken too kindly to the heat. While the U.S. economy is recovering from a...
June 1, 2015
May 4, 2015

Dollars & Sense Blog

July 6, 2015
We are a firm that has always believed that the foundation for financial success begins with a sound and nimble wealth plan...
July 1, 2015
June 30, 2015

Whitepapers & Articles

June 5, 2015
For collectors of all kinds—whether of art, collectibles, watches, or wine—buying at auction has never been easier, more fun or, perhaps, more...

Video Highlights

June 2015 Building a Legacy


In this guide, we offer our suggestions for turning estate planning into a chance to pass on values—not just assets—to the next generation and beyond. Read full article here

June 2015 Dave Kahn on CNBC Asia | June 2015

Why the Fed will hike rates in September

David Kahn, Managing Director of Convergent Wealth Advisors, says housing and strong employment data is strong enough proof that the Fed will take action this year.

June 2015 The Keys to Investment Success

Investing success is built upon having a disciplined, unemotional plan that leverages the value of time. Find out how this success can apply to you!

Read the blog here: The Keys to Investment Success

August 2014 Doug Wolford on CNBC | August 2014

Contrarian case: Commodities & high-yield bonds

President and COO Doug Wolford explains why commodities are a great and safe place to be.
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