September 26, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. The major equity indexes posted modest declines for the week, despite a rebound in Friday’s session, with the S&P 500 down 0.3%, the Dow slipping 0.1%,
August 29, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. The S&P 500 has marked its fourth consecutive month of gains, closing above the 6,500 mark for the first time on Thursday. The Dow rose
July 25, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. The stock market has reached a new record high, driven by positive sentiment regarding trade negotiations between the U.S. and Europe. The Dow recorded a
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,
History Rhymes: Why Strong Earnings, Rate Cuts, and AI Could Drive the Next Leg Higher Author: Montecito Capital Management October 14, 2025 As the market heads into the final quarter of fiscal 2025 and looks ahead to FY26, investor sentiment
Inflation Heat Is Easing: What September’s CPI Means for Rates, Stocks, and the Road Ahead Author: Montecito Capital Management October 26, 2025 September 2025 CPI Report Shows Signs of Cooling Inflation The September 2025 Consumer Price Index (CPI) report delivered