Capital gain distributions from mutual funds is a timely subject. It’s also one many people do not fully understand. Bear markets are never pleasant, and trying to time markets is a fool’s game – but there are actions than can be taken by the intelligent investor. Learn more from Intercontinental CEO John Kauth.
Portfolio Manager Pablo Sotomayor discusses everything you need to know about the Sharpe Ratio, including how it works, under what circumstances it's used, how it ties to Modern Portfolio Theory, how portfolio diversification affects it, and more.
Intercontinental Wealth Advisors was once again heavily involved in the annual Maryb S. Kauth Invitational and golf tournament, hosted by The University of Texas at San Antonio.
Quantifying what it takes to retire is an important first step, but the non-financial considerations are just as important. Senior VP Howard Lutz discusses how to prepare for the non-financial side of retirement.
JP Villamarin, Senior Investment Analyst at Intercontinental Wealth Advisors, discusses good investment opportunities that fall outside of the stock market.
JP Villamarin, Senior Investment Analyst at Intercontinental Wealth Advisors, provides Intercontinental's 2021 Economy and Market Review and 2022 Outlook.
Adrian Devoto, Portfolio Manager at Intercontinental, covers everything an average investor needs to know about investment portfolios.
Happy Holidays! We wish a season of warmth, joy, and friendship for you and all your loved ones.
For the first volunteer event organized by Intercontinental's new Charitable Contribution Committee, team members volunteered at God's Dog Rescue in South Texas.
Intercontinental has entered into a sponsorship and partnership with Rashad Wisdom, star Safety for The University of Texas at San Antonio Roadrunners football team.
Howard Lutz, Senior Vice President at Intercontinental, discusses the importance of talking with your parents about their estate plans and provides tips on how to approach the topic.
Kenny Korngold, International Director at Intercontinental, discusses how and why art has become a legitimate asset class, and why proper strategic guidance through an experienced art advisory team is important for experiencing one of life’s rich pleasures.
President Charlie Lutz reflects on Intercontinental's 40-year Anniversary, discusses the legacy of the firm, and shares plans for the future.
Nestor Hernandez, Portfolio Manager at Intercontinental, discusses the ins and outs of investing in mutual funds.
Investing in your company’s 401(k) vs. investing in an IRA is a loaded question with a myriad of answers depending on the individual’s situation. If John Hennessy was pressed for an answer on an elevator, here are a few points he'd recommend considering.
Kenny Korngold, International Director at Intercontinental, offers thoughts on how stoic philosophy and mindfulness can offer useful insights for advisors to regulate their emotions and better serve their clients.
Jerry Orosco, VP and Portfolio Manager at Intercontinental Wealth Advisors, provides thoughts on investing in emerging markets.
Named in memory of his late mother, CEO John Kauth has once again sponsored the Maryb S. Kauth Invitational Golf Tournament to honor his mother, give back to the community and to student athletes, and support women’s golf programs – as well as share his love of golf.
JP Villamarin, Senior Investment Analyst at Intercontinental Wealth Advisors, provides thoughts on passive income investments and ideas, including investments outside of the stock market.
We have said farewell to our beloved partner and steadfast friend, former Intercontinental President Mickey Roth. Our lives have been forever enriched by his presence in them.