Disclosures
RHS Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where RHS Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by RHS Financial, LLC unless a client service agreement is in place.
RHS Financial, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. RHS Financial, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.
Other Important Disclosures pertaining to RHS Financial and its services:
Investment products: Are not Bank Guaranteed – Are Not FDIC Insured – May Lose Value
Assets are held at Charles Schwab (and/or) Interactive Brokers, Member(s) FDIC, SIPC
This cannot be construed as a solicitation or recommendation to purchase a security(ies) as RHS Financial and its opinions are subject to change given varying market conditions and the relative time horizons and risk parameters of its clients. The strategies and performance is based upon what we believe to be reliable and correct sources but cannot be guaranteed.
The S&P 500® index and the ACWI are indexes of widely traded stocks. As is the Barclays Aggregate and the Barclays Global Aggregate Bond Indexes. Indexes are unmanaged, do not incur fees or expenses and cannot be invested in directly.
Past performance is no guarantee of future results.
Investing in sectors may involve a greater degree of risk than investments with broader diversification.
International investments are subject to additional risks such as currency fluctuations, political instability and the potential for illiquid markets. Investing in emerging markets can accentuate these risks.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including RHS Financial. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.
The graphs located on home page and aspirational planning page compares the estimated expected time-weighted returns of an investor at RHS Financial with the returns experienced by an average US mutual fund investor as reported by Morningstar.
The graph and amounts are obtained by adding the projected additional rates of return from various RHS Financial portfolio management services to the average US mutual fund investor return reported by Morningstar (5.21% annually) and compounding the result on an annual basis over 20 years.
This graph is not intended to predict portfolio earnings or performance, nor is it a guarantee of future performance or earnings. Estimated returns from RHS Financial portfolio management services are based on results obtained from independent sources which we believe to be reliable. The returns displayed do no represent the results of actual trading using client assets. Clients of RHS Financial will likely experience different results from the results shown.
The information contained herein is obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. This report is for informational purposes only and is not a solicitation or a recommendation that any particular investor should purchase or sell any particular security. RHS Financial does not assess the suitability or the potential value of any particular investment. All expressions of opinions are subject to change without notice.