Top Rated Financial Advisor Publication Articles Santa Barbara & Los Angeles
As investment thought leaders, our insights on capital market trends, financial topics and retirement considerations are often sought after by the national media. We lead by example with a history of publications in mainstream news, journals, magazines and other reliable investment educational sources. Montecito Capital Management and its Principal, Kip Lytel, CFA, have been published, referenced, sourced and/or interviewed by many of today's leading financial investment publications, such as: Wall Street Journal, Barron's Magazine, Bloomberg News, Forbes Magazine, Business Week, Bloomberg Magazine, Financial Planning Magazine, Investment News Magazine, Seeking Alpha, among others.
Wealth Management Publication: 30M People Joined Threads Overnight. Will Advisors Get on Board?
Barron's Magazine: How to Prepare Your Portfolio for the Worst When the Worst Is a Real Possibility
Seeking Alpha: Retiree Income Portfolios Hit Rough Patch: Why It's Happening And What To Do
Wealth Management Publication: Many Advisors Smile on Trump Victory
Wall Street Journal: How to Play a Shaky Market like a Pro
Wealth Management Publication: Advisors Urge Patience Before Adjusting Portfolios in Response Trump Win
Seeking Alpha: Smartly Diversify Your Portfolio with Different ETF Methodologies
Seeking Alpha: Defensive Income Strategies for Rising Rates & Bond Outflow Rotation
Advisor Perspectives: Will a New Fed Chairman Derail the Stock Market
Seeking Alpha: 10 Stock Winners in a Market Crash
Bloomberg News: Cutting Spending May be the Path to Success in a Bear Market
Financial Planning Magazine: Hard Choices
IGNITES, An Information Service of Money Media: Alternatives Confusion Hampers Retail Acceptance
Seeking Alpha: Portfolio Diversification I Traditional-Alternative Core with Satellite Tactical Allocations
Business Week: The 2007 Bunker Portfolio - Four Safe and Smart Strategies
Santa Barbara News Press: Can Boomers Survive Golden Years?
Investment News Magazine: When Selecting Stocks, He Knows No Boundaries
Business Week: Smart Ways to Play Defense
Physician Financial News: A Bullet Portfolio I Lessons from an Insider
Santa Barbara News Press: Rising Gold Becomes Investment Du Jour
Business Week: Keeping Inflation at Bay
MSN Financial News: The Best Funds for your 401k
Santa Barbara News Press: Mentors now part of J&J
Business Week: Smarter Commodity Plays
Santa Barbara News Press: Tax Plan Envisions World Without IRS
Bloomberg Wealth Magazine: Hedge Fund Regulation
Santa Barbara News Press: Financial Upheavals Shouldn't Affect South Coast
Contact us for a complimentary consultation: (805) 965-7955 | Email: [email protected]
Disclaimer: The website provides general information regarding our business along with access to additional investment related information. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. The intent is to provide helpful information, which should NOT be construed as investment advice. We do not guarantee its accuracy, nor completeness, and it is not intended to be the primary basis for investment decisions. We do not make personal investment recommendations to people or entities except to those who have engaged us expressly for the purpose of providing professional investment advisory services. Investing involves risk and possible loss of principal capital. Montecito Capital Management Group’s ADV filing is available online at http://www.adviserinfo.sec.gov and current FORM ADV Part 2, which describes the services offered, fees charged and detailed company information, among other things, is available upon request free of charge. We are limited in our fiduciary capacity given the firm's non-discretionary client relationship, whereby the client dictates the investment parameters and contractually agrees to accept sole responsibility for their choices.
Wealth Management Publication: 30M People Joined Threads Overnight. Will Advisors Get on Board?
Barron's Magazine: How to Prepare Your Portfolio for the Worst When the Worst Is a Real Possibility
Seeking Alpha: Retiree Income Portfolios Hit Rough Patch: Why It's Happening And What To Do
Wealth Management Publication: Many Advisors Smile on Trump Victory
Wall Street Journal: How to Play a Shaky Market like a Pro
Wealth Management Publication: Advisors Urge Patience Before Adjusting Portfolios in Response Trump Win
Seeking Alpha: Smartly Diversify Your Portfolio with Different ETF Methodologies
Seeking Alpha: Defensive Income Strategies for Rising Rates & Bond Outflow Rotation
Advisor Perspectives: Will a New Fed Chairman Derail the Stock Market
Seeking Alpha: 10 Stock Winners in a Market Crash
Bloomberg News: Cutting Spending May be the Path to Success in a Bear Market
Financial Planning Magazine: Hard Choices
IGNITES, An Information Service of Money Media: Alternatives Confusion Hampers Retail Acceptance
Seeking Alpha: Portfolio Diversification I Traditional-Alternative Core with Satellite Tactical Allocations
Business Week: The 2007 Bunker Portfolio - Four Safe and Smart Strategies
Santa Barbara News Press: Can Boomers Survive Golden Years?
Investment News Magazine: When Selecting Stocks, He Knows No Boundaries
Business Week: Smart Ways to Play Defense
Physician Financial News: A Bullet Portfolio I Lessons from an Insider
Santa Barbara News Press: Rising Gold Becomes Investment Du Jour
Business Week: Keeping Inflation at Bay
MSN Financial News: The Best Funds for your 401k
Santa Barbara News Press: Mentors now part of J&J
Business Week: Smarter Commodity Plays
Santa Barbara News Press: Tax Plan Envisions World Without IRS
Bloomberg Wealth Magazine: Hedge Fund Regulation
Santa Barbara News Press: Financial Upheavals Shouldn't Affect South Coast
Contact us for a complimentary consultation: (805) 965-7955 | Email: [email protected]
Disclaimer: The website provides general information regarding our business along with access to additional investment related information. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. The intent is to provide helpful information, which should NOT be construed as investment advice. We do not guarantee its accuracy, nor completeness, and it is not intended to be the primary basis for investment decisions. We do not make personal investment recommendations to people or entities except to those who have engaged us expressly for the purpose of providing professional investment advisory services. Investing involves risk and possible loss of principal capital. Montecito Capital Management Group’s ADV filing is available online at http://www.adviserinfo.sec.gov and current FORM ADV Part 2, which describes the services offered, fees charged and detailed company information, among other things, is available upon request free of charge. We are limited in our fiduciary capacity given the firm's non-discretionary client relationship, whereby the client dictates the investment parameters and contractually agrees to accept sole responsibility for their choices.