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.
Expertise.com - November 18, 2021
Stone Wealth Management has been identified by Expertise.com as one of the Best Financial Advisory Firms in Austin in 2021. Expertise.com scored 212 financial advisory firms in Los Angeles and narrowed it down to the top 39 based on 25 variables across five categories.
InvestmentNews - November 3, 2021
Kacie Swartz spoke at the InvestmentNews Women Adviser Summit on November 11, 2021 in New York City as part of a panel on "Bringing Impact Investing and ESG investing into the mainstream". Advisers heard the latest updates on Impact Investing and ESG and how they can prevent falling for "greenwashing".
Corporette.com - November 2, 2021
Kacie Swartz was quoted in this piece titled "Socially Responsible Investing Tips: What to Know, How to Start" by Kate Antoniades, where she walks readers through the basics of socially responsible investing, providing her unique perspective on how to impact change with our wallets by “investing in a way that doesn’t compromise the values you hold in all other parts of your life.”
WealthManagement.com - October 15, 2021
Morgan Stone shared his expertise in this article, “Grab Good Digs While You Can,” where he details how his firm had the upper hand in negotiations for the firm’s new 4,000 square foot building in the midst of the pandemic. “I felt the pandemic would be short term, and if I waited until things got back to a normal level, I’d lose my opportunity,” says Stone, whose six employees now work in the office 60% of the time. “There’s always going to be a need for offices.”
GOBankingRates - September 10, 2021
Antonio Tovar was quoted in this piece by Gabrielle Olya in GoBankingRates titled “Why Are Over Half of People Making $100K Living Paycheck to Paycheck?”. Tovar notes that two major wealth-building tools — higher education and housing — are now more costly than ever before, making it harder for even upper-income earners to make ends meet.
Real Simple - August 26, 2021
Kacie Swartz was quoted in this article, “7 Ways to Address Pandemic-Related Debt”, by Jennifer Chesak in Real Simple. By reducing your taxable income with a dependent care flexible spending account (DCFSA), you may be able to free up funds to pay off debt. "It is well worth it to research this benefit and ease cash flow on one of the most expensive recurring items in most family budgets," Swartz says. "My family daycare bill is more than our mortgage!"
Barron's - July 17, 2021
Morgan Stone was interviewed by Cheryl Winokur Munk at Barron’s regarding tips on starting a consulting gig in retirement. According to Stone, it’s important to create an ideal client profile and stick to it, whether that’s by retainer size, project revenue, area of expertise, or something else.
Financial Planning - June 3, 2021
In this article by Ryan Neal at Financial Planning, Morgan Stone and Kacie Swartz were interviewed on their plans to expand their business with a new office, in the midst of the pandemic. Stone Wealth Management has made a smooth transition to remote work thanks to previous investments in technology, but working from home never matched the experience of working together in person, Stone says.
Austin-Based Stone Wealth Management Opens New Office, Makes Top Advisor List, Hones in on Specialties and Adds Staff
Yahoo! Finance - May 11, 2021
Stone Wealth Management, an independently-owned and operated financial planning and SEC Registered Investment Advisory firm, announced they are now situated in their new office space at 4210 Spicewood Springs Rd, Bld. E in Austin, TX. The new office space will allow the firm to add more staff, host more events, and meet client demands. In addition, the firm was named to a list of top financial planning firms in Austin, specialties have been declared, and a new graduate of Texas Tech's Personal Financial Planning program has joined the firm.
Austin Business Journal - April 2, 2021
Stone Wealth Management was included in the 2021 Austin Business Journal list of top financial planning firms. The List includes firms with offices in the Austin area, including Travis, Williamson, Hays, Bastrop and Caldwell counties. The list is ranked by the number of certified financial planners (CFP) in the Austin office and ties are broken by the total number of certified professionals handling financial planning. Professionals include Certified Financial Planners (CFP), Chartered Financial Analyst (CFA), Investment Advisor Reps (IAR), Chartered Financial Consultant (ChFC), Chartered Life Underwriters (CLU), as well as Series 65 and 66 licenses.
Media Source Portal - April 1, 2021
Kacie Swartz of Stone Wealth Management was interviewed by Marie Swift of Impact Communications for this article on Environmental, Social, and Governance (ESG) investing. “Consumers and investors can take an Earth Day approach to their finances. If climate change and the environment are important to them, they can manage their finances in a way that supports that. They can look at banking, budgeting, spending, housing, investing, etc. with an eye toward supporting the companies that support their world views,” said Swartz.
Kiplinger - May 7, 2019
Retirement decisions can be complex when a big age gap between spouses means wide variations in retirement dates, life expectancy, health and other factors. Much of the standard retirement advice may not work for age-gap couples. Kacie Swartz of Stone Wealth Management is quoted in this article in Kiplinger.
The New York Times - December 14, 2018
You may be thinking about holiday gifts and New Year's resolutions. But if you're old enough and you've been saving for retirement, it's also time to confirm that you've withdrawn money from certain accounts, as required by the Internal Revenue Service. Kacie Swartz of Stone Wealth Management is quoted in this article in The New York Times.
Money.com - June 27, 2018
Kacie Swartz of Stone Wealth Management provided her recommendations on how a young couple in Austin can finance their home-buying dream as well as their other goals.