The fireworks have barely settled from Independence Day, and I find myself doing what I try to always do at the end of the quarter and mid-year mark: take a breath, look back at where we've been, and think hard about where we're headed. If you had asked me to bet in early April watching stocks sell off, that we'd close the first half of 2026 near record highs, I would not have taken that bet. And, yet, here we are.

Markets continued to navigate a changing economic landscape in June. In this month's review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team recap the month's performance, highlight key market developments, and provide perspective on what investors should be watching.

In this month’s market review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team examine recent market activity and the performance of major market indexes. Here are the key takeaways from May.

SpaceX filed its S-1 last Wednesday, aiming to raise $75 billion at a $1.75 trillion valuation. If it prices there, it would be the largest IPO in history - nearly double Saudi Aramco. The listing is expected mid-June.

As part of our monthly market review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team break down recent market activity, with a focus on major index performance. Here’s what stood out in April.

As tax season finally winds down, I’m reflecting on the last several weeks working on tax returns for many of you, while simultaneously keeping a close eye on the markets.

As part of our monthly market check-in, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team unpack the latest market activity, with a focus on how major indexes performed. Here’s what stood out in March.

When investors talk about risk, the conversation usually focuses on market volatility. But another type of risk often gets overlooked: liquidity.

As part of our monthly market check-in, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team break down what’s happening in the markets, with a focus on major index performance. Here’s what stood out in February.

As part of our monthly market check-in, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team break down what’s happening in the markets, with a focus on major index performance. Here’s what stood out in January.