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Q4 Quarterly Investment Themes Blog

This blog will serve as follow up to our previously released Q3 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook.  Here are the top three things we are covering in this week’s blog: The market...

Do you have what it takes to create significant wealth?

KEY TAKEAWAYS A commitment to achieving great results is crucial.A strong business model must be in place.The right team - including a wealth manager - is essential. As a business owner, you’re probably well aware that entrepreneurship is one of the best ways—perhaps...

How we have moved from Savers to Investors

Where we’ve been When we look at the current economic and market environment and then glance backwards over the last 40 years, we can see we've been in a unique kind of setting when it comes to the economic environment. The early 1980s had high interest rates and high...

What is a Private Trust Company?

What is a Private Trust Company?

One of the more interesting ways that some wealthy families are addressing certain financial needs and concerns is through the use of private trust companies. Private trust companies can offer benefits to select wealthy families.Some reasons to consider a private...

Borrowing to Buy: Why Premium-Financed Life Insurance Makes Sense

Borrowing to Buy: Why Premium-Financed Life Insurance Makes Sense

If you’re not careful, you could end up leaving your family with a massive estate tax bill - without the liquidity to pay it. To avoid that outcome, elite wealth managers are increasingly looking to a type of financed life insurance that can be especially effective at...

The Konvergent Team is Growing!

Please join us in welcoming two new team members. We are excited to announce the addition of Nicholas Germann and Charles Clark to the konvergent team. Both Nick and Charles bring an impressive skillset to further enhance our team and bring tremendous value to the...

A Benefit Plan That Can Really Benefit Business Owners

A Benefit Plan That Can Really Benefit Business Owners

"Plain vanilla" retirement plan options may not serve business owners' best financial interests A select group of entrepreneurs are taking advantage of advanced retirement solutions that most business owners aren't even aware of. Sophisticated defined benefit plans...