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The Narrative and the Noise
The noise is everywhere. It’s politics and the markets. It’s 24-hour news channels and social media. The noise is everywhere and it’s exponential, it’s on steroids and it drives our behavior and decision making whether we like it or not. This past year as we have...
Advance Your Wealth – Episode 10 – Cutting Through the Noise
Tax Proposals and Stimulus – What you Need to Know!
Between multiple stimulus bills and last year's presidential election, there has been a lot of noise on who qualifies for the stimulus checks and who will be subject to potential tax increases that may ride along with the Biden administration. We are finally beginning...
Advance Your Wealth – Episode 9 – Tax Updates You Don’t Want to Ignore
Advance Your Wealth – Episode 9 – Liquidity Cascades
Konvergent Monthly Commentary – February 2021
At konvergent wealth partners it is important to us that you are well informed about what is happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...
Advance Your Wealth – Episode 8 – Family Constitution
“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among...
Advance Your Wealth – Episode 7 – February Market Update
February Market & Economic Update – Market Struggles to Maintain Gains as Treasury Yields Surge
This blog will serve as follow up to our previously released Q1 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: Stocks bounced back...
Advance Your Wealth – Episode 6 – Why Everyone Needs to Consider Asset Protection
Five Big Asset Protection Planning Mistakes – and How to Avoid Them
Key Takeaways: Get asset protection strategies in place before you need them.Evaluate and stress-test your various types of liability coverage.Make asset protection efforts part of an overall wealth planning strategy. If you’ve got substantial assets, you may be more...
Five Big Commercial Insurance Mistakes to Avoid in Your Company
Key Takeaways: D&O insurance and EPLI help cover management liability.Cybersecurity insurance is becoming increasingly important.Make sure you've got enough umbrella coverage. Whether you are a seasoned business owner or a new startup entrepreneur, your company...
Advance Your Wealth – Episode 5 – Key Mistakes Business Owners Make with Commercial Insurance
https://youtu.be/yE4tJwTJsCo
Advance Your Wealth – Episode 4 – Key Issues Facing Business Owners
It May Be Time to Swap the 60/40 Portfolio for a 40/60 Portfolio Instead
If the traditional “60/40 portfolio” is dead, what should investors do? For a clue, turn to the Chicago Bulls and see what we can learn from the Worm (aka Dennis Rodman), Toni Kukoc and Steve Kerr. See the original article published at Kiplinger.com! What does Dennis...
Month of January 2021 Blog – Market Falls as Investors Focus on Historic Short Squeeze
This blog will serve as follow up to our previously released Q1 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: Stocks rallied for...
Advance Your Wealth – February Market Update
Konvergent Monthly Commentary – January 2021
At konvergent wealth partners it is important to us that you are well informed about what’s happening in the markets. Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...
Advance Your Wealth – Interview with Jason Buck
https://youtu.be/8rUN_AE0UV4
Advance Your Wealth – Episode 3 – What Makes an Advisor Great
https://youtu.be/D1v7EmScfhs
A Key Ingredient That Makes Good Wealth Managers Great
Key Takeaways Elite wealth planning goes beyond mere technical expertise.The human element is the personal and emotional components of wealth management.Wealth planning should be informed largely by the human element and changes in your personal situation....
Q1 Quarterly Investment Themes Video: 2020 Review and Preview of What to Expect in Q1 2021
Access the slide deck here: Q1-2021-Konvergent-Investment-Themes-PDF-1Download
Q1 Quarterly Investment Themes Blog: 2020 Review and Preview of What to Expect in Q1 2021
You do not need me to tell you that 2020 was a challenging year in many ways and that we have already had a tumultuous start to 2021. As a company, we learned a lot in 2020 and have added to our process to make it even better going forward and look forward to...