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
Strengthen Your Financial Health for a Secure Tomorrow Article by: Montecito Capital Management, Financial Advisor Santa Barbara The Importance of Regular Financial Checkups A regular checkup for our financial fitness is just as important as a checkup for our physical
The Essential Guide to Social Security Benefits and Retirement Planning Author: Montecito Capital Management, Financial Advisory Firm Understanding the Basics of Social Security Benefits Social Security, a fundamental feature of retirement planning, is the only government guarantee of a
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