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IN THE NEWS

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.

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.June 17, 2020

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 RIA

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 RIA

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


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