IN THE NEWS

WealthManagement.com

April 16, 2021
John Kador – The Stoic’s Guide to Financial Management
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
Anne Field – When These Advisors Hire Talent, Zoom Isn’t Enough
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
Andy Everett – Ticket 760 Golf Show Interview on the Maryb S. Kauth Invitational
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
Debbie Carlson – 7 Best Low-Cost Index Funds
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
Jeff Rose – How To Invest $1 Million In 2021 – Without The Stock Market
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
Debbie Carlson – 7 Emerging-Market Funds to Buy and Hold
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
Glen Nam – Oil & The Pandemic (pg. 12)
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
Cheryl Winokur Munk – The Case for Alternative Investments
Senior Research Manager JP Villamarin offers thoughts on what the markets might do in 2020.

Authority Magazine - Medium

February 8, 2020
Jason Hartman – The 5 Essentials for Smart Investing
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
Jerilyn Klein Bier – Saving the Family Farm
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
Jamie Green – Walking the Talk on Multi-Gen Planning
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

July 18, 2019
Raj Dahliwal – Texas firm, offshore leader – Texas Tales - The Inside Track with Lone Star Offshore Leaders
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
Erik Sherman – The Dow is on Track to Post its Best June Since 1938
Executive VP Alfredo La Rosa was quoted in this article about why the markets had seen the best June in decades.

Citywire

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