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  • Quarterly Market Overview July 21, 2015 - A ho-hum quarter. From a return standpoint, it was a rather dull couple of months for most asset classes when compared against the double-digit swings experienced in recent years. Quarterly Market Overview PDF   Disclosure: Past Performance Is No Guarantee Of Future Performance.  Any opinions expressed are current only as of the time made and […]
Press Releases & News
  • Convergent Wealth Expands Advisory Team in Washington, DC July 9, 2015 - Hires Former GenSpring Advisors Sheila Stinson and Michael Slud as Managing Directors WASHINGTON, DC – Convergent Wealth Advisors is pleased to announce that wealth advisors Sheila Stinson, CFP® and Michael Slud, CFA®, CFP®have joined the firm as Managing Directors. Together, they bring decades of wealth management experience to Convergent clients and significantly expand the firm’s multi-family wealth offering. […]
  • Will China’s Bursting Stock Bubble be Contagious? July 14, 2015 - The Chinese stock market has been on a wild ride in recent weeks, unsettling investors and sending ripples throughout global financial markets. Combined with the ongoing Greek saga, some might get the sense that global markets are in peril. As the world’s second largest economy, any Chinese market disruption is obviously cause for concern, and perhaps now […]

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