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RESEARCH ARTICLES
  • Market Flash Report September 1, 2015 - With markets tumbling due to concerns over China and the impending U.S. Federal Reserve interest rate hike, August was a wild month for stocks. The S&P 500 posted its worst monthly loss in more than three years, falling into correction territory (a 10% decline from recent highs) for the first time since 2011. Commodity prices […]
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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  • Perspective: Dow Falls Over 500 Points! August 24, 2015 - What’s unnerving investors these days? Perhaps the fact that developed market equities are joining in a sell-off that had (to-date) been largely limited to Natural Resource Equities, Commodities, and Emerging Markets Equities. Until recently, investors have treated this slowdown as one that was primarily isolated to the emerging markets, segregating their hopes for an ongoing […]

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