
2022 HOLIDAY GREETINGS FROM FAMILIES AT INTERCONTINENTAL WEALTH ADVISORS (VIDEO)
Watch this video for some festive holiday greetings from team members and families at Intercontinental Wealth Advisors!
Watch this video for some festive holiday greetings from team members and families at Intercontinental Wealth Advisors!
Discover what to do or not to do after receiving an inheritance or similar financial windfall, as well as tips for prudent management, in this informational video featuring President Charlie Lutz and Senior VP Howard Lutz.
Howard Lutz, Senior Vice President at Intercontinental, shares "5 Things To Look For When Hiring a Financial Planner or Financial Advisor" for Authority Magazine.
The team at Intercontinental Wealth Advisors partnered with Dimensional Fund Advisors to present an educational webinar on market volatility due to the war in Ukraine.
SaVion Harris, Financial Advisor at Intercontinental Wealth Advisors, shares his story and explains how and why he is dedicated to helping athletes and their families manage their money, protect their assets, and achieve their financial goals.
Watch this video for some fun and festive holiday greetings from team members and families at Intercontinental Wealth Advisors!
Our fifth "Meet the Manager" webinar introduced the experts at Alpine Macro, discussing the Post-Emergency Covid Global Investment Order. Watch the recording now!
Senior VP Howard Lutz talks about the importance of discussing multigenerational wealth and introduces our latest Special Report: "Navigating the Complexities of Family Wealth Conversations".
President Charlie Lutz reflects on Intercontinental's 40-year Anniversary, discusses the legacy of the firm, and shares plans for the future.
International Director Kenny Korngold discusses how Intercontinental specializes in serving clients with Latin American roots (Vídeo en Español).
Isidoro Korngold, Co-founder and Chairman of the Board at Intercontinental, shares "5 Things I Wish Someone Told Me Before I Became A Founder" for Authority Magazine.
Our second "Meet the Manager" webinar introduced the experts at Baillie Gifford, discussing U.S. Growth Investing. Watch the recording now!
Our first "Meet the Manager" webinar introduced the experts at Harding Loevner, discussing International Equity and high-quality, growing companies outside the US. Watch the recording now!
JP Villamarin, Senior Investment Analyst at Intercontinental Wealth Advisors, discusses Intercontinental's 2020 Market Review and 2021 Outlook.
What a year this has been! As we look back at all the craziness that has occurred in 2020, we want you to know how very grateful we are for the warm and affirming relationships we share with you, our clients and friends.
2020 has been a strange and challenging year! Are you wondering how to navigate the investment landscape? Watch this short video and then download our special report on "The Dangers and Challenges of Investing in a Low-Interest Rate Environment: Navigating the "New Normal" as an Accredited Investor Today".
We are still hard at work for our clients throughout COVID-19. Watch this video with John Hennessy to see how we're serving our clients through this pandemic.
John Hennessy, Vice President of Insurance Services at Intercontinental Wealth Advisors, discusses the importance of having essential estate planning documents in order.
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.
Juan Pablo Villamarin, CFA, CAIA, Senior Research Manager at Intercontinental Wealth Advisors, discusses how Intercontinental helps their clients navigate alternative and private investment offerings, while balancing protection and growth of client portfolios.