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RESEARCH ARTICLES
  • Market Flash Report May 4, 2015 - Investors continue to favor equities as stock markets produced positive performance across the globe. Leading the advance was emerging markets, most notably Russia and China, and developed non-US markets. April witnessed a strong reversal in two major macro-economic factors. The US dollar fell sharply due to a string of weak US economic data, and oil […]
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  • Forbes Reveals Top Quartile Status of Convergent Wealth Advisors May 13, 2015 - Convergent ranks #14 in Top 100 Wealth Managers Nationally WASHINGTON, DC – Forbes magazine announces Convergent Wealth Advisors among its Top 100 Wealth Managers. Convergent’s repeat appearances in 2014 and 2015 showcase the firm’s strong position in the wealth management space. As stated by Forbes staff writer Steve Schaefer, “More than ever they [investors] are […]
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  • Increase Tax Efficiency with Asset Location May 20, 2015 - By Kurt Odegard When it comes to investing, it’s not what you make but what you keep (post fees/taxes) that counts. And while fees can get heavy, taxes are by far the private investors’ greatest expense. For those who do not pay strict attention to tax-efficiency when constructing portfolios or making investment decisions, investment returns […]

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