James Carville, the political strategist, said in the early 1990s that if there was such a thing as reincarnation, he used to want to come back as the president or the pope, but now he wanted to come back as the bond market, because "you can intimidate everybody." I first heard that line from a professor in a fixed income class in college around 2009, and it has stuck with me since. It came back to mind this past month for good reason. Stocks get the headlines and the dinner party chatter; bonds sit back, collect their coupon interest, and let most everyone forget they exist. Not this quarter. In September the 30-year Treasury yield hit its highest level in nineteen years and the 10-year crossed 5% for the first time since 2023. On September 16 the Federal Reserve raised interest rates for the first time in more than three years. The bond market is finally being noticed.

In this month’s market review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team examine September’s market performance and the economic, geopolitical, and interest-rate developments that influenced investors. From stocks and bonds to the broader outlook, here are the key takeaways from the month.

During some routine tax planning for a client this summer, I stumbled on a curious loophole. That one would save this specific couple thousands in tax savings, every year.

In this month’s market review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team take a closer look at August’s market activity, including the performance of major market indexes and the key economic and geopolitical developments that shaped investor sentiment. Here are the key takeaways from the month.

You may not have an X account. I do, and it is one of the better places to follow smart people in finance and geopolitics. Porter Stansberry, the founder of Stansberry Research, put out a long post there on the artificial intelligence buildout over the weekend and it was very thought-provoking

In this month's market review, Chief Investment Strategist Eric Stein and the East Bay Investment Solutions team examine July's market activity, review the performance of the major market indexes, and discuss the key developments that influenced investors during the month. Here are the key takeaways from July.

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.