Fiesta en la manzana
Apple fue la estrella de la semana. Luego del lanzamiento de “Apple Intelligence” (una forma sutil de darle una lectura alternativa a las iniciales de “Artificial Intelligence”), los analistas esperan que los consumidores renueven sus iPhones por la nueva versión que les dará acceso a una nueva Siri en esteroides (e inteligencia artificial de ChatGPT), […]
Guardar pan para Mayo
A pesar de terminar en una nota alcista durante la última hora de operación en Mayo, las acciones cayeron durante la semana. El S&P 500 cayó 0.5%, el Nasdaq -1.1% y el Dow Industrial -1%. A pesar de las pequeñas caídas de esta semana, los activos de riesgo cerraron un espectacular mes de Mayo. Luego […]
6 Insights to Secure Your Own Retirement Income
Let’s face it. We all dream of a relaxing retirement, where the only clock we answer to is the rhythm of our own desires. But have you ever stopped to think: How do I maintain my lifestyle once that sweet, steady paycheck stops rolling in? Fear not. INTI Wealth Management has got your back. Here […]
Unlocking the Power of Collaboration: The Schwab Advantage
In today’s dynamic financial landscape, having a trusted partner by your side is crucial. It’s not merely about selecting the right investment advisor; it’s also about choosing the most robust custodian for your assets. By partnering with Charles Schwab & Co., Inc. (“Schwab”), INTI Wealth Management gains access to a broad range of products and […]
Is client-centricity the gold standard in service industries?
As a business owner in the financial advisory service, I’m convinced that prioritizing clients’ interests is paramount. But how do we tangibly ensure this commitment? Here are the five questions my team and I pose each time we assist a client: 1. Are the Solutions Personalized? Rather than offering one-size-fits-all plans, we believe it’s vital […]
Portfolio Optimization: The 5 Steps for a Robust Financial Strategy
Portfolio optimization is the art of maximizing returns for a set risk level by carefully selecting and allocating assets. It’s not merely about chasing high-return investments but balancing them to manage risk effectively. The Myth of «The Greener Grass» There’s a common misconception that to optimize a portfolio or get better returns, one needs to […]
Uncertainty ‘thrives’ in the absence of clarity and trust
In tumultuous times, uncertainty can cloud even the most well-laid financial plans. That doubt in your mind might lead you to question every investment decision recommended by your financial advisor. But here’s the game-changer: Uncertainty ‘thrives’ in the absence of clarity and trust. So, how do you achieve clarity? It begins with your financial advisor […]
Pillars of a fiduciary
Ever wondered if there’s a catch or hidden agenda behind investment advice? At INTI Wealth Management, we clear those doubts right off the table! Here’s the deal: As a FIDUCIARY, we don’t play games with your wealth. Check out these four pillars that distinguish fiduciaries in wealth management: 1. Duty of Loyalty: We put our […]
The 5 Key Strategies to Ace Generational Wealth Transfer
In the course of our lives, wealth serves as milestones, marking significant achievements and memories. We tirelessly accumulate assets like homes, stock portfolios, and family-run businesses, harboring the innate desire to see these treasures benefit our children and the generations to follow. The Essence of Generational Wealth Generational wealth isn’t just about bank balances. It’s […]
Think retirement planning is just about finance?
Imagine your retirement as a blockbuster movie: Finance? It’s the lead actor, for sure. But what about the location of your dream home? That’s the beautiful backdrop. Picking up a new hobby or revisiting an old one? That’s the plot twist! Spending quality time with loved ones? The award-winning supporting cast. And those vacation plans? […]