Along with the holiday anticipation November can bring, it is also historically a bullish time for equities. The S&P 500 Index logged another gain in October, marking 7 consecutive monthly gains on a price basis and 12 […]
Andrew Kyriacou
Andrew Kyriacou News & Articles
Fixed-income Markets vs. Equity Markets
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When discussing the different financial markets available to investors, the terms, “fixed-income” and “equity” are used quite frequently. It is important for investors to understand the differences between the two markets, specifically the pros and cons of […]
What is Wealth Transfer Planning?
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As the name implies, wealth transfer planning is the process of establishing a protocol for transferring assets to beneficiaries upon the death of the owner. Wealth transfer planning includes the execution of wills, estate planning, and trusts, […]
September/Q3 Market Highlights
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SEPTEMBER/Q3 A GLANCE U.S. Markets and Economy U.S. stocks returned 4.5% during the third quarter (2.1% in September), based on the S&P 500 Index. Continued steady growth in the U.S. economy, solid earnings gains, and increasing […]
October Investment Update
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During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for […]
Tax Reform Update
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With the recent release of a tax reform framework by Republican leaders and the Trump Administration (Unified Framework), enactment of tax reform is still at the top of the Republican agenda. The timeline for 2017 is tight […]
Fall Investment Update
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As we head into the fall and kids are back in school, the economic calendar is relatively quiet in terms of major market events. Second quarter earnings season for corporate America—a positive one—is behind us. No rate […]
Public Charity vs. Private Foundation
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For those who are unfamiliar with the ins and outs of 501 c(3) non-profit organizations, the terms, public charity and private foundation might seem like the same thing. However, upon close examination, there are several differences between the […]
Andrew Kyriacou Named to Top 100 Wealth Advisors
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Andrew Kyriacou has been named to Worth Magazine‘s list of the Top 100 Wealth Advisors in the U.S. The list, which gets published annually in partnership with The Robb Report, ranks the best of the best in the […]
The Case for Emerging Markets Equities
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While quite popular during the 1980-2000’s due to outsized relative returns, emerging market (“EM”) equities have recently suffered amidst much-publicized headwinds including geopolitical tensions in Russia, policy uncertainty in India, and a growing Chinese asset bubble. Better-known […]