Retiree Income Portfolios Hit Rough Patch: Why It’s Happening And What To Do Authored by: Montecito Capital Management Summary Three retiree portfolios facing different predicaments. Which retiree portfolios are impacted by rotational asset flow shifts? Macro events & policy changes:
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
The Road to Financial Security: Planning Your Future Today Author: Montecito Capital Management, Offering Financial Advisor Services in Santa Barbara & Los Angeles The Importance of Regular Financial Checkups A regular checkup for our financial fitness is just as important
Advisors Increasingly Turn to Liquid Alternatives Amid Market Volatility Author: Montecito Capital Management, A Fee-Based Registered Investment Advisor (RIA) in Santa Barbara Growing Demand for Liquid Alternatives Among Retail Investors New investment opportunities for protecting market loss downside have thus