From Planning to Protection: Ensuring Financial Peace Through Estate Strategies Author: Montecito Capital Management, Santa Barbara Retirement Financial Advisory Firm Building a Comprehensive Financial Plan for Long-Term Security A comprehensive financial plan is a tool for long-term security and peace
Author: Montecito Capital Management, A Santa Barbara Financial Planner & Financial Advisory Firm Living costs and medical costs, the fear of outliving one’s savings, are becoming a reality for many retirees. And converting the equity in the home into a
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
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
April 1, 2025, Monthly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. The S&P 500 and the Nasdaq Composite recorded their worst quarterly results since 2022 on Monday, as the uncertainty surrounding the economic agenda of the Trump
March 28, 2025, Weekly Stock Market Return Recap, by Kip Lytel CFA, Montecito Capital Management. As reciprocal tariffs loom, the Dow Jones, S&P 500, and Nasdaq recorded their worst performance in nearly three weeks, driven by inflation and consumer sentiment