MONTECITO PRIVATE ASSET MANAGEMENT, LLC
CUSTOMIZED PORTFOLIO SOLUTIONS
   

RECENT COMMENTARY

Tuesday, January 4, 2011: 7:40 A.M:

Happy New Year!

Happy New Year everyone!

Last year was a strong year for stock performance as well as commodity performance.  Real estate obviously did not do as well.  Asian markets did well overall, with Jakarta performing best and China performing worst.  In Europe, Germany did best, while Spain was the laggard.  The Pan Europe Stoxx 600 (the equivalent of the S&P 500 here in the States), gained 9% for the year...

     

 

  

   

RECENT RESEARCH

Updated MPAM Model Growth Portfolio (as of 3/31/11)

Santa Barbara News Press Article: An Historic Opportunity!

(I wrote this article, which was published on February 28, 2009, the Saturday before the stock market hit its intraday low of 666 (S&P 500), and the 60%+ jump we have witnessed since.)

Strategy Update

9-10-09

Let's be practical: We will all be dead long before we stop using oil (.pdf)

1Q09 Recap / 2Q09 Preview

First Quarter 2009 Newsletter: 2008 Recap - 2009 Preview

The Case for the Greatest Bull Market in History

The Case for $20 per Barrel Oil

What's wrong with asset allocation today? (.pdf)

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'Where is the investment management industry headed, and why should you care?' (.pdf)

 

MORE RESEARCH

STRATEGY & MEDIA

Link to my June 8, 2010 "Community Alert" interview with Mike Williams and Ted Adams on AM 1290

(Interview Link)

VENTURE FUNDING & DEVELOPMENT SEMINAR BOOKLET

FIXED INCOME SEMINAR PRESENTATION

INVESTMENT MANAGEMENT SEMINAR BOOKLET

ASSET ALLOCATION SEMINAR BOOKLET

Paul Graziano Advanced Financial Planning Interview on KZSB radio AM 1290; Wednesday, March 5, 2008 (.mp3)

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KZSB Radio AM 1290 Financial Planning Discussion 2-20-2008 (.wma)

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Tim Marquez Interview January 28, 2008 (.wma)

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'TEN QUESTIONS YOUR FINANCIAL ADVISOR HOPES YOU NEVER ASK' (.pdf)

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Craig Allen, Founder and President of MPAM recognized in the Who's Who in Banking & Finance Edition of the Pacific Coast Business Times

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805.898.1400

 

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Regardless of your age, assets, income, etc., you should have a business plan!

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T-House

MPAM SUPPORTS TRANSITION HOUSE

 
 
     
   
 
TRUSTED ADVISORS  

Phil Palmquist, CPA; Andrew Gardner
Hocking Denton Palmquist
Accounting Specialist
(805) 969-5081

www.hdpcpa.com

 

Paul Graziano, Partner / Attorney / Estate Planning Specialist

(805) 963-8611