June 27, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. The S&P 500 wrapped up the week approaching its former record high, as optimism grew from trade negotiations and the likelihood of a Federal Reserve
May 30, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. The S&P 500 marked the best month of May in 30 years driven by Wall Street’s optimism regarding tariff relief, with a notable increase of
April 25, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. The three major stock market indices experienced an increase over the week, marking their second week of gains out of the last three. The S&P
Defensive Income Strategies for Rising Rates & Bond Outflow Rotation In today’s financial landscape, investors—especially retirees—are facing a challenging environment marked by rising interest rates, bond market volatility, and shrinking income opportunities from traditional fixed-income sources. As capital continues to
The Savvy Parent’s Guide to Saving for Child Education: Understanding 529 Plans and Alternatives Author: Montecito Capital Management Saving for your child’s education can seem daunting at first, but starting early and making informed choices can simplify the journey. Tax-advantaged
Smartly’ Diversify Your Portfolio with Different ETF Methodologies Authored by: Montecito Capital Management Investors need to understand that not all Exchange Traded Funds (ETFs) are created equal. Awareness of the weighting methodology of constituent stocks in ETFs is crucial for