Economic activity drives the underlying thesis of how markets perform. Economics not only helps us predict what may happen but help us understand what has happened.
This forward-thinking principal based in economic theory helps us draft our investment strategy.
These blogs will help you better understand how we invest at RHS Financial and what we think will happen going forward.
Summary: Stocks rallied in the first half of 2023, led by growth stocks, especially tech stocks, especially AI stocks. While the US economy has performed better than was generally expected a year ago, rising interest rates have been leading to a rising tide of debt defaults and if this trend continues [...]
What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This is for you. At RHS Financial one of our core principles is constant self-improvement. Both as an organization and as individuals. The benefit of being [...]
As you no doubt have heard, the US and world economy is in a tough place right now. Unprecedented government stimulus from the COVID crisis, lingering supply chain disruptions, and the war in Ukraine have all contributed to an inflation rate rising to the highest levels we've seen in decades. [...]
Economic growth has been kind of weird lately. We've just lived through the greatest economic crash followed by the strongest recovery on record. US Real GDP QoQ data by YCharts But this temporary blip, caused obviously by the coronavirus pandemic, speaks to the wide range of possibilities under serious consideration [...]
2020, the most fascinating and boring year of my life, is over, and despite one of the most violent market crashes in history and the sharpest recession of all time, US equity investors clocked in another good year on the calendar. The S&P 500 index finished the year up 18.4%; [...]
