U.S. equities finished the week lower as volatility returned across global markets. The Dow Jones Industrial Average declined approximately 3.0% for the week, while the S&P 500 fell about 2.0% and the Nasdaq Composite slipped roughly 1.2%. Markets experienced sharp
Author: Montecito Capital Management U.S. equities closed the week ending February 27, 2026 modestly higher, as investors navigated persistent inflation concerns alongside evidence that economic growth remains intact. The S&P 500 gained approximately 0.8%, the Dow Jones Industrial Average advanced
Author: Montecito Capital Management For the week ending February 20, U.S. equity markets stabilized and moved modestly higher as investors welcomed greater clarity around trade policy, even amid lingering uncertainty. The S&P 500 rose 1.1%, the Dow Jones Industrial Average
When someone inherits a taxable brokerage account, it often contains large positions in individual stocks accumulated over decades. These holdings frequently reflect the investment environment of the previous generation — a time when investors held concentrated positions in dominant American
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Authors: Kip Lytel, CFA & Loveth Abu Montecito Capital Management Market volatility has a way of grabbing attention. A sharp down day makes headlines, triggers alerts, and can quickly pull investors into reacting rather than thinking. For investors with resilient,