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Proprietary Research: Capital Market Updates, Financial Articles & Advisor Investment Insights

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Advisor Financial Insights

Markets Pause as Tech Wobbles and Economic Clarity Lags

Author: Montecito Capital Management   The week ending November 14, 2025, brought a mixed performance across the major U.S. equity benchmarks: the S&P 500 edged up about +0.1%, the Dow Jones Industrial Average rose approximately +0.3%, while the Nasdaq Composite slipped by

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Investor Financial Resources

Market Insights: What 2026 Could Hold for the S&P 500

Market Insights: What 2026 Could Hold for the S&P 500 High Hopes, High Valuations: Can Earnings Deliver What the Market Already Believes? Author: Montecito Capital Management   Summary: Analysts remain broadly optimistic that easing inflation, rising productivity, and potential Federal

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November: A Historically Strong Month for Stocks

November: A Historically Strong Month for Stocks Author: Montecito Capital Management As we move into November, history offers a reason for cautious optimism. Looking back nearly a century, this month has delivered the strongest average returns of the year for

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