Kip Lytel, CFAMontecito Capital Management Whether you are currently working with us or simply following our market commentary, we believe it is important to provide clarity around both what is happening in markets and how portfolios should be positioned. This
Author: Kip Lytel, CFA U.S. equities extended their pullback this week, with the S&P 500 declining roughly 1.8%, the Dow Jones Industrial Average falling about 2.0%, and the Nasdaq Composite lower by approximately 2.2%. From their recent highs earlier this
Montecito Capital Management: Weekly Market Update – Week Ending Friday the 13th It was an appropriately unlucky week for markets, with risk assets retreating amid geopolitical tensions, softer economic data, and renewed volatility in energy markets. For the week ending
Author: Kip Lytel, CFA Research Analyst: Loveth Abu A Familiar Late-Cycle Question After more than two years of powerful equity gains, investors increasingly find themselves asking a familiar question: how much
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
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