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ECONOMIC AND MARKET REVIEW AND OUTLOOK, JULY 2023

“The U. S. government will always do the right thing after it’s exhausted every other option.”  —  Winston Churchill Second Quarter Summary Most equity markets continued their rally during spring, with...

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The Rice Partnership Market Update August 2023: United States Credit Rating...

The Rice Partnership’s Chief Investment Officer, Orest Saikevych, discusses implications of the recent US credit rating downgrade. The post The Rice Partnership Market Update August 2023: United...

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THE RICE PARTNERSHIP MARKET UPDATE SEPTEMBER 2023: CHINA & US TENSIONS

The Rice Partnership’s Chief Investment Officer, Orest Saikevych, discusses the implications of the heightened tensions between China and the United States and how we are mitigating the risks. The...

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ECONOMIC AND MARKET REVIEW AND OUTLOOK, OCTOBER 2023

“Fear is the best fertilizer for future bull markets.”  —  Jason Zweig Third Quarter Summary Compared to the first half of the year, almost all financial assets pulled back during the third quarter....

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The Rice Partnership named Fastest Growing Firm in Hawaii by Citywire RIA

For the second year in a row, Honolulu-based The Rice Partnership has been named “Top Grower in Hawaii” in CityWire RIA’s annual 50 Growers Across America report. CityWire RIA looked at the latest...

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The Rice Partnership receives 2023 SLO Family-Friendly Workplace Award

The San Luis Obispo County Family-Friendly Workplace has named The Rice Partnership as one of its 2023 third round award recipients. The wealth management firm achieved the top Blue Diamond “Change...

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Ashley Wilken attains Certified Trust and Fiduciary Advisor certification

The Rice Partnership is pleased to announce that Senior Wealth Manager Ashley Wilken was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the...

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The Rice Partnership Market Update December 2023: Are AI stocks headed for a...

 The Rice Partnership’s Chief Investment Officer, Orest Saikevych, discusses the economy and markets in 2023, whether AI stocks are headed for a bubble, and what to expect in 2024. The post The Rice...

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ECONOMIC AND MARKET REVIEW AND OUTLOOK, JANUARY 2024

ECONOMIC AND MARKET REVIEW AND OUTLOOK, JANUARY 2024 “Economics is a branch of astrology that thinks it’s a branch of astronomy.” — Anonymous Year End Summary The fourth quarter of 2023 featured an...

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The Rice Partnership Market Update March 2024: Are Recession Fears Behind Us?

The Rice Partnership’s Chief Investment Officer, Orest Saikevych, discusses the economy and markets in 2024, the outlook on interest rates and recession probability. The post The Rice Partnership...

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