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RESEARCH ARTICLES
  • Market Flash Report December 2, 2015 - KEY TAKEAWAYS   Investors chose not to focus on November’s unsettling geopolitical events, including the terrorist attacks in Paris and the quarrel between Turkey and Russia, as U.S. stocks logged their second month of gains in a row. While travel in some regions may be affected, the incidents are unlikely to undermine global economic growth. […]
Press Releases & News
  • Convergent Wealth Offers New Legacy Planning Guide August 12, 2015 - Encourages Active Engagement to Preserve Family Legacy WASHINGTON, DC – Convergent Wealth Advisors has developed a new five-step guide on how quality legacy planning and education are key when it comes to preserving a family’s values, wealth, and heritage. This new Convergent wealth management guide—part of the firm’s “Live Well” series—examines the importance of next […]
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  • Considering All Options for your Options December 23, 2015 - By Jonathan Rosner Whether you work for a start-up or a Fortune 500 company, it is common to find yourself grappling with major decisions around your compensation structure. For those of you that take part in equity compensation plans, it’s imperative to have a firm understanding of the inherent risks and rewards of your plan. […]

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