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  • Market Flash Report October 1, 2015 - In the words of the inimitable Yogi Berra, “It’s like déjà vu all over again.” Well, perhaps not exactly, though stocks have experienced a late-summer correction just as they did in 2011. While the prior instance was headlined by the European debt crisis, the main culprit this time is Federal Reserve uncertainty in the face […]
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  • 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 […]
  • Passive Tools – Make Sure to Look Under the Hood September 23, 2015 -   A brief note on passive, or index-oriented strategies. The past decade has experienced a dramatic explosion of index-oriented investment tools in the form of mutual funds and ETFs. The indices these tools are designed to replicate can be very broad (e.g., global bonds or the S&P 500), or quite narrow (cyber security stocks or […]

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