IN THE NEWS

Wealth Solutions Report

December 6, 2022
WSR Wealth Exemplar Awards – Family Office of the Year – Chris Latham
Intercontinental was named a winner of the 'Family Office of the Year' award in the Wealth Solutions Report's year-end Wealth Exemplar Awards, citing the firm's long history of success, growth in recent years, concierge services, multigenerational approach, and more.

Financial Planning Magazine

November 7, 2022
7 lessons to help parents and young adults navigate post-college – Courtney Hoff
Financial Advisor SaVion Harris' bylined article on 'How the mindset of a D-1 football athlete translates into the business world' was included in this roundup of articles featuring lessons to help parents, recent graduates, and young adults navigate post-college.

Advisor Perspectives

October 31, 2022
The Growth and Appeal of "Semi-Liquid" Funds – Juan Pablo Villamarin
Senior Research Manager Juan Pablo Villamarin wrote this bylined article on semi-liquid funds, including interval and tender-offer funds, and explains why they've become such a popular way to access private offerings.

Yahoo! Finance

October 18, 2022
Wealth Solutions Report Recognizes Hispanic Top Industry Leaders – James Miller
Chairman Isidoro Korngold was featured in this news release from the Wealth Solutions Report as the winner of their 'Hispanic Entrepreneur of the Year' Pathfinder Award.

Wealth Solutions Report

October 11, 2022
WSR Pathfinder Awards – Hispanic Top Industry Leaders – Janeesa Hollingshead
Chairman Isidoro Korngold was awarded 'Hispanic Entrepreneur of the Year' in Wealth Solutions Report's Pathfinder Awards, honoring Hispanic Top Industry Leaders for National Hispanic Heritage Month.

Wealth Solutions Report

September 21, 2022
How To Serve Latin America-Based Clients – Julius Buchanan
International Director Kenneth Korngold was profiled and interviewed on serving Latin America-based clients, including jurisdictional solutions, favored assets, and international compliance.

Advisor Perspectives

September 20, 2022
How Crypto-Backed Loans Work – Juan Pablo Villamarin
Senior Research Manager Juan Pablo Villamarin wrote this bylined article on crypto-backed loans, explaining just exactly how they work and why they can be a benefit for crypto investors.

Investment Strategy by InvestmentNews

August 22, 2022
The six essentials when building an investment portfolio – John Kauth
CEO John Kauth wrote this bylined article on the six essentials of building an investment portfolio, including determining an IPS, asset allocation, fund selection, tax efficiency, rebalancing, and areas to avoid.

Money Life Podcast

August 19, 2022
Market Call with Juan Pablo Villamarin – Chuck Jaffe
Senior Research Manager Juan Pablo Villamarin joins the Market Call on the Money Life Podcast to discuss Intercontinental's investment approach, as well as individual stocks, funds, and investment opportunities.

Authority Magazine – Medium

August 16, 2022
5 Things To Look For When Hiring a Financial Planner or Financial Advisor – Tyler Gallagher
Senior Vice President Howard Lutz was profiled in Authority Magazine, sharing tips and top things to look for when hiring a financial advisor.

U.S. News & World Report

August 11, 2022
How Fed Decisions Impact the Stock Market – Tony Dong
Senior Research Manager Juan Pablo Villamarin discusses how the markets respond to Fed actions, as well as how interest rates impact market sectors and types of stocks.

Citywire RIA

June 24, 2022
My Model Portfolio: Not giving up on former high-flyers – Alex Rosenberg
Portfolio Manager Pablo Sotomayor gives an inside look into one of Intercontinental's model portfolios and how we think about asset allocation for Citywire RIA Magazine's Model Portfolio series.

Citywire Americas

June 1, 2022
Coffee Stop with Jerry Orosco of Intercontinental Wealth Advisors – Isabella Elwaw
VP and Portfolio Manager Jerry Orosco talks about dealing with today’s market volatility, trends in the industry, best and worst investment decisions, and why he’s been tempted to ask some fund managers for their medical records.

WealthManagement.com

May 27, 2022
RIAs on the Edge of Growth – Samuel Steinberger
VP and Portfolio Manager Jerry Orosco is featured as one of 11 advisors attending the 2022 Wealth Management EDGE Conference discussing the biggest challenges they're facing as they grow their practice.

Business Insider

May 27, 2022
Multi-asset funds provide access to a wide range of investments that can help balance risk and return – Jake Safane
CEO John Kauth discusses everything investors need to know about multi-asset funds, including how they work, how to invest in them, who they're best for, and more.

TD Ameritrade Network

May 20, 2022
Hawkish Path Of The Fed: Curb Inflation By Destroying Demand – Oliver Renick
In this video interview, Senior Research Manager Juan Pablo Villamarin discussed the hawkish path of the Fed and other main central banks to curb inflationary pressures by destroying demand, and also discusses emerging markets and commodities.

InvestmentNews

April 22, 2022
The most seasoned advisers show no signs of slowing down — or retiring – Jeff Benjamin
Chairman Isidoro Korngold was profiled as one of many financial advisors who are working past typical retirement age, citing his drive, his mental and physical capacity, his desire to stay active, his mission to continue serving clients, and more.

Birds Up Podcast – UTSA Alumni Association

April 8, 2022
Ep. 17: UTSA Football Player Alumni - SaVion Harris, Wealth Advisor
Financial Advisor SaVion Harris was interviewed on the UTSA Alumni Association podcast, discussing how he is putting to use the skills learned during his days playing football at UTSA in his current role as a wealth advisor.

KABB Fox News 29 San Antonio

April 4, 2022
Former UTSA safety SaVion Harris staying in the game – Chase Shannon
Financial Advisor SaVion Harris was interviewed at the Reese's Senior Bowl in Mobile, Alabama, discussing his journey from playing football at UTSA to now advising athletes on their finances and helping to protect their money.

WOAI NBC News Channel 4 San Antonio

April 4, 2022
Former UTSA safety SaVion Harris staying in the game – Chase Shannon
Financial Advisor SaVion Harris was interviewed at the Reese's Senior Bowl in Mobile, Alabama, discussing his journey from playing football at UTSA to now advising athletes on their finances and helping to protect their money.

Reuters

March 25, 2022
Investors dump emerging market funds on slowdown worries – Patturaja Murugaboopathy
VP and Portfolio Manager Jerry Orosco explains why investors' appetites for emerging market investments are shrinking.

Business Insider

February 3, 2022
Donor-advised funds can help you reduce your tax bill while giving to charities you favor – Tiffany Verbeck
Executive VP Alfredo La Rosa discusses the ins and outs of donor-advised funds, and why they make sense for many investors.

MSN

January 27, 2022
How To Maintain Your Family’s Generational Wealth – Cynthia Measom
Senior Vice President Howard Lutz discusses how families can maintain generational wealth and explains how and why most family wealth is lost by the third generation.

Financial Planning Magazine

January 23, 2022
How the mindset of a D-1 football athlete translates into the business world – SaVion Harris
In this bylined article, Financial Advisor SaVion Harris discusses how his mindset during his time as a football player at the University of Texas at San Antonio translates into his role as a financial advisor.

FinMasters

December 23, 2021
17 Financial Tips for New Parents – Steve Rogers
Portfolio Manager Fernanda Novaes shares a few financial tips for new parents, including looking into college savings plans, investing as soon as possible, and asking for monetary gifts from family members. 

Bizwomen by The Business Journals

December 10, 2021
In Her Own Words: Fernanda Novaes – Ellen Sherberg
Portfolio Manager Fernanda Novaes is profiled for Bizwomen’s “In Her Own Words” series, discussing how the pandemic has affected her personal and professional life, including how it ultimately helped her redefine her future.

Financial Planning Magazine

December 2, 2021
How a student-athlete turned advisor made one of wealth management’s first NIL deals happen – Justin Mack
CEO John Kauth and Financial Advisor SaVion Harris discuss the significance of Intercontinental's partnership with UTSA football player Rashad Wisdom, as well as SaVion's role in bringing about one of the first NIL deals in the financial services industry.

The Associated Press

November 30, 2021
Intercontinental Wealth Advisors Teams Up With Rashad Wisdom of UTSA Football
Intercontinental announces their recent partnership with UTSA football player Rashad Wisdom, the formation of their Charitable Contribution Committee, and the release of their new special report on multigenerational wealth.

International Business Times

November 30, 2021
Intercontinental Wealth Advisors Teams Up With Rashad Wisdom of UTSA Football
Intercontinental announces their recent partnership with UTSA football player Rashad Wisdom, the formation of their Charitable Contribution Committee, and the release of their new special report on multigenerational wealth.

Business Insider

November 23, 2021
Target-date funds are assets that are designed to offer long-term growth by a set time – Tiffany Verbeck
Portfolio Manager Fernanda Novaes discusses how target-date funds work and how to invest in them, as well as who they're a good investment for and in what situations.

Forbes

November 22, 2021
Benefits And Risks Of Buying Bitcoin For Your Retirement Plan – Chris Carosa
CEO John Kauth explains why he thinks Bitcoin does not belong in a retirement plan.

Forbes

November 19, 2021
What Does Bitcoin Trading Signal About Overall Markets? – Chris Carosa
CEO John Kauth discusses Bitcoin trading and how it's similar to and different from other investments and asset classes.

Barron's

November 17, 2021
Think Retirement Is Only About Dollars and Cents? Think Again. – Cheryl Winokur Munk
Senior Vice President Howard Lutz discusses the non-financial side of retirement, including how he encourages clients to articulate what they actually want to do in retirement and why.

NextAdvisor by TIME

October 26, 2021
Target Date Funds Take the Guesswork Out of Retirement Investing – Here’s How – Harlan Vaughn
Portfolio Manager Fernanda Novaes explains what target date funds are, how they work, and how they help with investing for retirement.

Business Insider

October 19, 2021
Internal rate of return: Understanding this metric and how to calculate it can help you invest more wisely – Aly J. Yale
Senior Research Analyst Daniel Garza discusses what internal rate of return is, how to calculate it, and how it can be used to determine the feasibility of investment projects.

NextAdvisor by TIME

September 27, 2021
Here’s What Causes a Stock’s Price to Go Up or Down – And How to Protect Yourself From Market Volatility – Dori Zinn
Senior Research Manager Juan Pablo Villamarin discusses the two most fundamental factors that influence a stock's price, as well as how market sentiment plays a role.

Learning TUgether: Podcasts from Trinity University

August 30, 2021
Family Wealth – Lu Song
President Charlie Lutz is interviewed on the topic of navigating the complexities of multigenerational family wealth.

Beyond Exclamation Magazine

August 18, 2021
An Accidental Entrepreneur Leading a People-Building Organization
CEO John Kauth is profiled and featured as one of the Top 10 Most Influential CEOs to Watch Out For in 2021.

Business Insider

July 30, 2021
What is compound annual growth rate? – Robin Kavanagh
Senior Research Analyst Daniel Garza discusses what compound annual growth rate is, how to calculate it, and how it can be useful for evaluating the performance of an investment.

MagnifyMoney by LendingTree

June 4, 2021
Best Financial Advisors in San Antonio
Intercontinental Wealth Advisors is listed as one of the best financial advisory and wealth management firms in the San Antonio area based on services, fees, and AUM.

Authority Magazine – Medium

May 31, 2021
5 Things I Wish Someone Told Me Before I Became A Founder
Ahead of Intercontinental's 40-year anniversary, Chairman Isidoro Korngold was profiled and interviewed on things he wish he knew before founding a company.

U.S. News & World Report

May 11, 2021
Guide to Investing in Mutual Funds for Beginners – Paulina Likos
Portfolio Manager Nestor Hernandez is featured in a guide to investing in mutual funds, discussing certain criteria that should be met when making a mutual fund selection.

Yahoo! Finance

May 11, 2021
Guide to Investing in Mutual Funds for Beginners – Paulina Likos
Portfolio Manager Nestor Hernandez is quoted in a guide to investing in mutual funds, which are ideal for investors who don't have the time or ability to choose stocks.

WealthManagement.com

April 16, 2021
The Stoic’s Guide to Financial Management – John Kador
International Director Kenneth Korngold offers thoughts on how stoicism can offer useful insights for advisors to regulate their emotions and better serve their clients.

AdvisoryHQ

March 25, 2021
Best Financial Advisors in San Antonio and New Braunfels, Texas for 2021-2022
Intercontinental Wealth Advisors is listed as one of the best financial advisory and wealth management firms in the San Antonio area for 2021-2022 in AdvisoryHQ's Top Rated Rankings & Review.

WealthManagement.com

March 16, 2021
When These Advisors Hire Talent, Zoom Isn’t Enough – Anne Field
Executive VP Alfredo La Rosa offers thoughts on working and managing the trading team remotely.

Ticket 760 Radio - San Antonio's Sports Station

March 6, 2021
Ticket 760 Golf Show Interview on the Maryb S. Kauth Invitational – Andy Everett
CEO John Kauth speaks about the about the Maryb S. Kauth Invitational on the Ticket 760 Radio Golf Show, as well as his involvement in the UTSA24.

U.S. News & World Report

February 18, 2021
7 Best Low-Cost Index Funds – Debbie Carlson
Senior Research Analyst Daniel Garza highlights some of the best low-cost index funds, offering diversified holdings and fewer fees, which can help investors hold on to more of their money by allowing earnings to compound faster.

Forbes

January 28, 2021
How To Invest $1 Million In 2021 – Without The Stock Market – Jeff Rose
Senior Research Manager Juan Pablo Villamarin offers thoughts on cyclical commodities as an option for investing in 2021 without the stock market.

Agility Newsroom

October 19, 2020
Intercontinental Wealth Advisors Offers Perspective on “New Normal” Investment Landscape
Juan Pablo Villamarin addresses the dangers and challenges for accredited investors in investing in a low interest rate environment.

U.S. News & World Report

October 16, 2020
7 Emerging-Market Funds to Buy and Hold – Paulina Likos
VP and Portfolio Manager Jerry Orosco highlights some of the best emerging-market funds to buy and hold for investors looking to diversify away from traditional U.S. holdings and seeking exposure to emerging markets.

Genter Capital Management The Magazine

June 17, 2020
Oil & The Pandemic (pg. 12) – Glen Nam
CEO John Kauth was quoted on how the oil and energy industry has been affected by the COVID-19 pandemic.

Financial Advisor IQ

June 8, 2020
There Are Opportunities in Alts Amid the Pandemic, But Not for All – Alex Padalka
Senior Research Manager Juan Pablo Villamarin shares why alternative investments such as private equity present a great opportunity for investors.

The Wall Street Journal

June 4, 2020
The Case for Alternative Investments – Cheryl Winokur Munk
Senior Research Manager Juan Pablo Villamarin discusses the pros of alternative investments, as well as specific investment opportunities.

Authority Magazine - Medium

February 8, 2020
The 5 Essentials for Smart Investing – Jason Hartman
CEO John Kauth is profiled and interviewed on the essentials of smart investing.

WealthManagement.com

December 31, 2019
2020 Market Forecast and Outlook (pg. 43)
Senior Research Manager Juan Pablo Villamarin offers thoughts on what the markets might do in 2020.

Financial Advisor Magazine

October 25, 2019
Saving the Family Farm – Jerilyn Klein Bier
Senior VP Howard Lutz talks about inheritance challenges often faced by wealthy clients and how to resolve them.

MarketWatch

October 17, 2019
Howard Lutz of Intercontinental Shares Professional Insights on Challenges of Family Wealth
Senior VP Howard Lutz discusses the challenges of family wealth in his Thought Leader Talk from the Advisor Thought Leader Summit.

ThinkAdvisor

September 9, 2019
Walking the Talk on Multi-Gen Planning – Jamie Green
President Charlie Lutz was interviewed about working with multi-generational clients (and being a multi-gen firm).

*Reference to the firm's inception in 1981 refers to Intercontinental Financial Services Corporation, which was the first company that Isidoro Korngold and John Kauth founded together. Intercontinental Wealth Advisors, LLC was founded in 1997.

Citywire Americas

July 18, 2019
Texas Tales - The Inside Track with Lone Star Offshore Leaders – Raj Dahliwal
Chairman Isidoro Korngold was profiled among a select group of advisors and discusses how the firm makes decisions about investment strategy.

Fortune Magazine

June 29, 2019
The Dow is on Track to Post its Best June Since 1938 – Erik Sherman
Executive VP Alfredo La Rosa was quoted in this article about why the markets had seen the best June in decades.

Citywire RIA

June 14, 2019
Lessons From Dad – Haylee Hanafee
International Director Kenny Korngold was profiled in an article about lessons financial advisors have learned from their fathers.

Citywire RIA

March 18, 2019
My Model Portfolio: Jerry Orosco of Intercontinental Wealth Advisors
VP and Portfolio Manager Jerry Orosco was profiled in an article in Citywire RIA, where he shares his investment philosophy and details a model portfolio.

UTSA Today

August 22, 2016
Golf advocates John and Melissa Kauth give opportunities and lessons at UTSA
CEO John Kauth and his wife, Melissa, were profiled for their philanthropic efforts with the women's golf program at the University of Texas at San Antonio.

San Antonio Business Journal

March 11, 2011
Profiles in Investing: Isidoro Korngold
Chairman Isidoro Korngold is profiled in the San Antonio Business Journal.

San Antonio Business Journal

March 17, 2005
Intercontinental Cos. hires Charlie Lutz as chief operating officer
The San Antonio Business Journal covers the news about Charlie Lutz joining Intercontinental.