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As recent as November 20th of 2025, founder of Montecito Capital Management, Kip Lytel, CFA was featured in International Business Journal. A few highlights are: Award-Winning Wealth Management Firm Built on Fiduciary Standard Continues Organic Growth “Since 2004, this Santa

Author, Montecito Capital Management The market ended the week on a shaky note, with the S&P 500 and Dow each down around 1.9 percent, and the Nasdaq off roughly 2.7 percent. The week started with a bit of optimism, as

Market Update & Our Portfolio Positioning (After Market 11/18/25) Author: Montecito Capital Management We wanted to share an update on recent market action, especially in light of the past couple of weeks’ volatility. In essence, after hitting recent highs, the

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

U.S. equities ended the week of November 8, 2025, with weaker retraction trends, as all three major indexes moved lower amidst a shift toward risk reduction. The S&P 500 fell about 1.6% for the week, the Dow declined roughly 1.2%,

 Author: Montecito Capital Management.  U.S. stocks finished October with broad gains, extending a steady rally that carried through both the week and the month. Renewed optimism over interest rates and stronger corporate results gave investors reason to stay constructive on

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