Author: Kip Lytel, CFA Research Analyst: Loveth Abu A Familiar Late-Cycle Question After more than two years of powerful equity gains, investors increasingly find themselves asking a familiar question: how much
When someone inherits a taxable brokerage account, it often contains large positions in individual stocks accumulated over decades. These holdings frequently reflect the investment environment of the previous generation — a time when investors held concentrated positions in dominant American
Click hyperlink to article: Lessons From the 10 Best Investors in the World
Authors: Kip Lytel, CFA & Loveth Abu Montecito Capital Management Market volatility has a way of grabbing attention. A sharp down day makes headlines, triggers alerts, and can quickly pull investors into reacting rather than thinking. For investors with resilient,
Author: Montecito Capital Management Every January, Wall Street dusts off one of its oldest seasonal indicators: the performance of the first five trading days of the year. It may sound quaint in an era of AI trading models and high-frequency
Excerpts from MCM’s Proprietary 2026 CAPITAL MARKET FORECAST REPORT CAPITAL MARKET 2025 RECAP – LOOKING BACK The S&P 500’s 16.4% rise in 2025 capped a rare three-year stretch of double-digit gains, a performance powered by a convergence of supportive structural
Wall Street’s Rarely Seen Unity Heading Into 2026 Author: Montecito Capital Management Wall Street is approaching 2026 with an unusually confident tone. Recent outlooks for the S&P 500 reveal a tight cluster of bullish forecasts, with most major strategists pointing
What a Financial Advisor Actually Does — and Where They Add Value Author: Loveth Abu, Montecito Capital Management When people hear “financial advisor,” many think of someone who picks investments or watches the market for them. While investment selection is
Author: Kip Lytel, CFA Montecito Capital Management When someone inherits a taxable brokerage account, it often contains large positions in individual stocks accumulated over decades. These holdings frequently reflect the investment environment of the previous generation — a time when
Don’t Fight the Fed: Why a Multi-Year Rate Cut Cycle Could Power a Durable Bull Market Author: Montecito Capital Management When the Federal Reserve shifts from tightening to cutting, markets tend to respond in patterns that echo across decades. But