Weekly Market Update, by Kip Lytel, CFA – Montecito Capital Management Driven by renewed investor confidence following cooler-than-expected inflation data, U.S. equity markets surged for the week ending October 24, 2025. The Consumer Price Index (CPI) came in at 2.3%
October 17, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. For the week ending October 17, 2025, U.S. stock markets posted solid gains as investors grew more confident about the economy’s resilience and the potential
Market Overview For the week, the S&P 500 dropped 2.4%, one of the more significant weekly declines in recent months, mainly owing to a sharp selloff on Friday when President Trump threatened to impose new tariffs on Chinese products, reviving
Author: Loveth Abu, Montecito Capital Management Most investors measure their progress by the numbers staring back at them when they log into their Schwab account. It seems straightforward: if the market is up, your unrealized gains should clearly reflect that
Breaking the Popular 60/40 Traditional Portfolio Mold: How Non-Traditional Assets Redefine Diversification in 2025 Authored by: Montecito Capital Management October 21, 2025 The Rise and Fall of the Traditional 60/40 Portfolio For decades, the 60/40 portfolio—60% stocks, 40% bonds—was the
How Much Do You Really Need to Retire? Why Location Matters More Than You Think Planning for retirement often raises the question: how much money is truly enough to live comfortably? While traditional advice focuses on a fixed savings target,