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.
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.
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.
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.
JP Villamarin, Senior Investment Analyst at Intercontinental Wealth Advisors, provides thoughts on passive income investments and ideas, including investments outside of the stock market.
JP Villamarin, Senior Investment Analyst at Intercontinental Wealth Advisors, provides Intercontinental's 2020 Market Review and 2021 Outlook.
Kenny Korngold, International Director at Intercontinental Wealth Advisors, discusses how client portfolios performed in 2020, as well as market sentiment for 2021.
Charlie Lutz, President of Intercontinental Wealth Advisors, discusses new realities we're all experiencing during the COVID-19 crisis and how Intercontinental has adjusted to continue serving clients fully.