IN THE NEWS

Articles, press releases, and media mentions

News, media activity, and press releases featuring Intercontinental Wealth Advisors. Read about us in popular publications and articles on topics including wealth management, financial planning, investing, and more.

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

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.

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 JP 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.

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 JP 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
JP 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.

The Wall Street Journal

June 4, 2020
The Case for Alternative Investments – Cheryl Winokur Munk
Senior Research Manager JP Villamarin offers thoughts on what the markets might do in 2020.

Authority Magazine - Medium

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

WealthManagement.com

December 31, 2019
2020 Market Forecast and Outlook (pg. 43)
Senior Research Manager JP 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.

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.