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