Advertise on podcast: RHP Market Talk

Natalie Picha, Partner and Chief Experience Officer, and Glenn Royal, CFP® Partner and Chief Investment Officer, break down the market moves everyone's talking about this month! Bond yields just hit their highest level since 2010, and if your 60/40 portfolio hasn't felt like itself lately, you're about to find out why. Natalie and Glenn dive into what's really fueling the sell-off, the behind-the-scenes move Washington is making to steer rates before the midterms, and whether this bull market still has legs. The bond market is driving the bus. Real long-term yields have hit their highest level since 2010, fueled by strong earnings, AI-driven capital spending, growing deficits, and energy inflation — and it's reshaping how the traditional 60/40 portfolio performs.Power is shifting from the Fed to the market. Treasury Secretary Scott Bessent's bond buybacks and a more market-driven approach to rates signal a move away from 15 years of Fed-controlled yields — bringing back the "bond vigilantes" who demand a premium for uncertainty.Friday's CPI report is the number to watch. With the Fed's employment mandate largely satisfied, inflation data now has outsized influence on the next rate decision — all while midterm elections add another layer of volatility heading into year-end.If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

What is really driving the markets in 2026? In this episode of RHP Market Talk, Natalie Picha, Partner and Chief Experience Officer, and Glenn Royal, CFP®, Partner and Chief Investment Officer, look beyond the headlines to explore the forces shaping today’s market—from oil and inflation to interest rates and corporate earnings. They also discuss how AI-driven profit growth can coexist with high bond yields and how RHP remains thoughtfully positioned without reacting to every swing in the news. Why oil shocks look different with China’s demand management and refined product constraints Inflation pressure, Fed independence questions, and a quieter communication style from the new Chair weighing AI risks, including ROI discipline and competition from lower-cost Chinese models Putting midterm elections and deficits in context versus earnings and rates If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

What separates successful business owners from those who constantly feel like they're chasing the next challenge? In this episode of RHP Market Talk, Natalie Picha, Partner and Chief Experience Officer (CXO) of RHP Wealth Management, sits down with Mark Andersen, CPA and founder of Know Your Number Accounting to discuss the financial habits, key metrics, and decision-making processes that help business owners build stronger, more profitable companies. Whether you're focused on growth, preparing for a future liquidity event, or simply looking to make more informed business decisions, this conversation offers practical insights to help you lead with greater confidence and clarity. If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In this episode of Market Talk, Natalie Picha, Partner and Chief Experience Officer at RHP Wealth Management, is joined by Kim Hegwood, Managing Attorney at Your Legacy Legal Care in Houston, Texas, to unpack one of the most important—and often overlooked—aspects of financial planning: protecting your legacy.   Together, they go beyond wills to explore the real risks families face without proper planning, including incapacity, guardianship, and family conflict. From trusts and power of attorney to special needs planning and blended families, this conversation delivers practical guidance to help you make confident, informed decisions.   If you’ve ever thought, “I’ll get to that later,” this episode will show you why later might be too late—and what steps you can take today to protect the people you care about most. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In this episode of RHP Market Talk, Natalie Picha, Partner and Chief Experience Officer, and Glenn Royal, CFP®, Partner and Chief Investment Officer, revisit the recent period of geopolitical-driven volatility and examine how markets have responded in the weeks since.   With greater clarity now emerging, they explore the resilience of equity markets, signals from the bond market, and the reemergence of earnings as the primary driver of investor sentiment. The discussion underscores a central principle: while uncertainty is inevitable, a disciplined, long-term investment approach remains essential to navigating evolving market conditions. If you found this helpful, please subscribe and share this episode with someone who could benefit from greater clarity and confidence. And please visit us at RoyalHarborPartners.com to learn more. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In this timely episode of RHP Market Talk, CXO Natalie Picha, and CIO Glenn Royal, CFP® discuss the recent geopolitical tensions involving Iran and what investors should focus on when global events create market volatility. Drawing on historical data and decades of market experience, they explain why reacting emotionally to headlines can often be the biggest risk to long-term investment success. In this episode: • What history tells us about markets during geopolitical conflicts and why declines are often short lived. • The key indicators investors should watch right now, including oil prices, inflation, employment trends, and market volatility. • Why disciplined, long-term investing matters most during uncertain periods and how a sound financial plan helps investors stay on course. If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

Fast news cycles. Political noise. AI hype. So how do you stay focused as an investor? Apollo Lupescu from Dimensional is back with Natalie and Glenn to talk about: Why factors like size and value still matterWhether the Mag 7 are actually overvaluedThe truth about private equity and alternative investmentsHow to tune out the noise and stick to your planIf you find yourself tempted to let headlines influence your financial decisions, this one’s for you. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

The housing market has a profound effect on nearly every family, the economy, and the markets.  In this special episode, Natalie Picha, CXO, is joined by Steel Door Group, Martha Turner Sotheby's International Realty's Brittany Waterman and Ashley Graves to break down Texas’s real estate market: what really shapes affordability, why pricing may normalize into 2026, and the areas where buyers hold leverage. Natalie, Brittany, and Ashley discuss: • How the Texas market differs from other markets nationally • Inventory psychology and how it differs for various areas • Buyer behavior: later first purchases, family gifts, and mobility If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

Are we in the new roaring 20's? In our latest episode,  Natalie Picha, CXO, and CIO, Glenn Royal, CFP®, look back on the markets in 2025 and look ahead to what 2026 might bring. From changes in inflation and a friendlier Fed to a shift from AI hype to real productivity, 2026 is shaping up to be an interesting year. Natalie and Glen explore: • where leadership may rotate • why the grid is the new bottleneck • how they are structuring tax-smart, resilient portfolios If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In this episode, Natalie Picha, CXO, sits down with Kevin Jenkins, CPA, of Jenkins Associates Certified Public Accountants, to discuss recent tax law changes and updates, including:  • What changes the OBBBA brings, and what it makes permanent • How the SALT cap jump might revive itemizing • Super catch-up contributions for ages 60-63 Plus, learn how having your CPA work with your financial advisor may help you save money over time.  If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In our most recent episode, Natalie Picha, CXO, interviews Apollo Lepescu, Vice President at Dimensional Fund Advisors, one of the world's premier investment managers with close to $900 billion in assets under management. Apollo is known for his ability to simplify complex topics into more digestible concepts, and in this episode he helps listeners understand:  • What history teaches us about what happens after market highs (hint: it's not a crash) • Why it's important to use the right measuring stick/benchmark when looking at the performance of your total portfolio • Why it's difficult to predict who the AI winners and losers will be We're also sharing a link to the new investing film that Dimensional made and is making available for free on YouTube. The Wall Street Journal calls it "the story of radical ideas that became powerful enough to move trillions of dollars, and the main characters are renegade investors and unlikely titans who created the revolutionary financial products that we have come to depend on." Check out "Tune Out the Noise" and read what the Wall Street Journal had to say about it.  If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

While the markets keep buzzing about AI, we look at what's happening and ask the question: What are sky-high AI returns hiding?  Natalie Picha, CXO, sits down with our CIO, Glenn Royal, CFP® to separate signal from noise as mega-cap tech drives returns, rates tilt toward cuts, and policy shifts reset the playing field for defense, infrastructure, and the power grid behind modern computing. Our conversation covers:  • AI-led gains versus broader market breadth • Rate cuts, earnings growth, and valuation pressure • Circular financing and hyperscaler CAPEX ROI • Earnings season expectations normalizing If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In the 50th Episode of RHP Market Talk, CXO Natalie Picha and CIO Glenn Royal, CFP®, examine September's historical market weakness and how a potential government shutdown might impact investors during this traditionally difficult month. • How a record 911,000 job revision could signal an existing economic slowdown • What will be the Fed's response as it faces a dual mandate challenge with sticky inflation despite employment concerns • How concerned should we be about Fed independence? • Our counsel to clients during times of uncertainty  If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn and Facebook for additional content or reach out through our website at royalharborpartners.com. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In Episode 49 of RHP Market Talk, CXO Natalie Picha and CIO Glenn Royal, CFP®, discuss what keeps driving this surprising market, where valuations are approaching dot-com levels while bond spreads have collapsed to historic lows. Other topics include: • The disconnect between retail and institutional investors, and who has been right • Have we seen the true impact of Trump’s tariffs? • The impact of cryptocurrencies becoming legitimate institutional investments • The long-term consequences of the politicization of the Fed  If you enjoy our podcast, please subscribe, leave us a rating and review, and share with your friends and family. You can find us on LinkedIn and Facebook for additional content, or reach out through our website at royalharborpartners.com. We're here to guide you on your financial journey, whether you're just beginning or already on your way to achieving your life goals. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

In Episode 48 of RHP Market Talk, CXO Natalie Picha and CIO Glenn Royal, CFP®, discuss how the global financial landscape has undergone a dramatic transformation since April, with markets stabilizing after the turbulence of the trade war, driven by abundant liquidity seeking investment opportunities. We examine the key factors that will shape investment strategies for the remainder of 2025. • Tariff impacts are gradually filtering through the economy without dramatic inflation pressure so far • Fed has paused rate changes for four consecutive meetings, but the next move is likely to be a cut if unemployment rises • Geopolitical tensions in the Middle East pose inflation risks if oil shipping through the Strait of Hormuz is disrupted • Proposed "revenge tax" on foreign investors could accelerate de-dollarization trends and weaken the dollar Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530