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Not Wealthy Enough for an Estate Plan? Think Again

Not Wealthy Enough for an Estate Plan? Think Again

Key Takeaways An  estate  plan  needs  great  technical  expertise  and  much attention paid to the human element of planning.When creating an estate plan, start with the end in mind—the outcomes you most want to see happen in...

Monthly Market Commentary – December 2020

Monthly Market Commentary – December 2020

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...

Week of December 28th Blog – Market Flat on Low Holiday Volume

Week of December 28th Blog – Market Flat on Low Holiday Volume

The market fell slightly last week as headlines arose over a possible increase in the size of stimulus checks. Employment data came in better than expected but remains on watch with the threat of a mutant COVID strain causing concerns over additional lockdown...

Five Big Mistakes Affluent Homeowners Make-and How to Avoid Them

Five Big Mistakes Affluent Homeowners Make-and How to Avoid Them

Key Takeaways Even families with umbrella insurance coverage often don’t have enough of it.LLCs and trusts need to be named on insurance policies in certain cases.High-value assets such as art collections and rare auto- mobiles need their own special coverage. It is...

3 Dimensions of Business Growth

3 Dimensions of Business Growth

In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park while mired in one of the few slumps of his career and told a pack of reporters, "Baseball is the only field of endeavor where a man can succeed three...

Konvergent Monthly Commentary – November 2020

Konvergent Monthly Commentary – November 2020

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...

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