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
Markets whipsawed over the week as investors rotated between optimism around AI-driven productivity gains and renewed valuation caution. Early strength faded as participants reassessed how much future growth is already priced in, leaving a more defensive tone into the close
Excerpts from MCM’s Proprietary 2026 CAPITAL MARKET FORECAST REPORT CAPITAL MARKET 2025 RECAP – LOOKING BACK The S&P 500’s 16.4% rise in 2025 capped a rare three-year stretch of double-digit gains, a performance powered by a convergence of supportive structural
Wall Street’s Rarely Seen Unity Heading Into 2026 Author: Montecito Capital Management Wall Street is approaching 2026 with an unusually confident tone. Recent outlooks for the S&P 500 reveal a tight cluster of bullish forecasts, with most major strategists pointing
What a Financial Advisor Actually Does — and Where They Add Value Author: Loveth Abu, Montecito Capital Management When people hear “financial advisor,” many think of someone who picks investments or watches the market for them. While investment selection is