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Description
Complicated economic topics distilled into digestible and palatable investing principles.
Hosted by Natalie Picha, Partner and CXO of RHP Wealth Management.
52 Episodes
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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 m...
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 g...
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 ...
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...
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...
In this installment of Market Talk, Co-Founder and CXO Natalie Picha talks to Brian Hickey, Vice President of Medicare Back Office, a team of dedicated, licensed insurance agents providing nationwide Medicare advice. Their discussion includes: • The differences between Part A and Part B, and how to decide if you need a Medicare Supplement plan • What is Medicare Advantage, and what does the county I live in have to do with anything? • The importance of annual reviews of your Medic...
We discuss the unprecedented market volatility following the announcement of across-the-board tariffs, examining the fundamental shift in how the US conducts global trade and what it means for investors. • What the bond market can tell us about the economy • Is US exceptionalism at risk? • What Wall Street strategists are saying • Which bonds are most attractive in this market • The importance of diversification Experience the difference of working with a firm that empowers your life—a firm t...
Markets aren't designed to move in a straight line, as evidenced by the recent 3% decline in the S&P 500 and 4% drop in the NASDAQ composite. And while some movement is expected, huge swings may make investors nervous. In Episode 45, Natalie Picha, Partner and CXO, and Glenn Royal, CFP® Partner and CIO, discuss recent market turbulence and how to approach the market for the remainder of 2025. Key Highlights: • Trump's tariff plans aim to transition the US economy to a smaller ...
RHP Market Talk Episode 44 dives into the essential role of financial planning in achieving long-term success, emphasizing that it is not exclusive to the wealthy. Natalie Picha, Partner and CXO, and Matt Berti, CFP®, CPWA® Associate Wealth Advisor, discuss misconceptions surrounding planning, emotional barriers clients face, and strategies that can transform one's financial future. • Importance of combining financial planning with investment strategies • Financial planning as an...
Discover the surprising twists of the financial markets as we kick off 2025 with an essential conversation featuring Natalie Picha, Partner and CXO, and Glenn Royal, Partner and CIO. Explore why the market is defying expectations with rising interest rates despite Federal Reserve cuts and how a new administration's policies could shake things up. We'll dissect the recent end-of-year sell-off and early January market movements, all in the context of inflation and high valuations. With "Americ...
What drives the markets: politics or the economy? In Episode 24 of RHP Market Talk, Natalie Picha, Chief Experience Officer, and Glenn Royal, CFP®, Chief Investment Officer, discuss the recent election results and the changes they will bring. What implications do these changes have for tariffs, cryptocurrency, and the bond markets? 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 fin...
With just 1 week left until the crucial 2024 Presidential Elections, the tension is palpable, and the stakes are high. Natalie Picha, Chief Experience Officer, and Glenn Royal, CFP®, Chief Investment Officer, discuss uncertainty in financial markets during election cycles, proposed tax changes, and the U.S. deficit. This new episode of RHP Market Talk is a big one! Additionally, we are providing links below to articles discussed in this podcast for your convenience. Link to the BlackRock 202...
The recent 50 basis point cut in interest rates was another encouraging sign that the US economy is continuing to grow, but how will this affect everyone's finances? In Episode 40 of RHP Market Talk, Natalie Picha, Chief Experience Officer, and Glenn Royal, CFP®, Chief Investment Officer, discuss the recent interest rate cut and an intriguing market conversation about where the economy goes from here during an election year. Experience the difference of working with a firm that empowers your ...
Join us for Episode 39 of RHP Market Talk, where Natalie Picha, Chief Experience Officer, and Glenn Royal, CFP®, Chief Investment Officer, discuss the bond market, the risk associated with Nvidia, and the intriguing concept of market contrarianism. Click the link below to listen to our latest podcast. 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...
In Episode 38 of RHP Market Talk, Natalie Picha, Chief Experience Officer, interviews Dean Ed Waller, Professor of Finance at the University of Houston – Clear Lake, sharing stories from his extensive career and how institutes of higher learning can work with RIA's to build community. With a wealth of experience in finance, Dean Ed Waller's journey began in the research department of the Federal Reserve during the Reagan years when he was fresh out of college. Throughout his career, he has wi...
"Do you love taxes?" is a question that most people would answer with a resounding "no." However, Natalie Picha, the Chief Experience Officer, and Michelle Graham from Michelle Graham CPA LLC have some tips to make this tax season less stressful and scary. They understand that taxes are always challenging, especially when figuring out small business deductions. It can be a painful experience, but the value of having a good CPA cannot be overstated. The best advice is to start earl...
It's 2024, and a variety of factors are affecting market conditions. Geopolitical tensions, interest rates, the election year, and corporate earnings are just a few. Are we back to normal? The market has always been subject to fluctuations and volatility, and it is important to keep a level head and not panic. Natalie Picha, Chief Experience Officer, and Glenn Royal, CFP®, Chief Investment Officer from RHP Wealth Management, discuss the market news and what to look for in 2024. Expe...
What a year it was for the markets in 2023! So unpredictable. Even the Wall Street experts have been humbled. Looking back at 2023, Natalie Picha and Glenn Royal, CFP®, discuss the fed's dramatic rate hiking cycle and whether it is time to start rate cuts. Someone made money this year...who was it? Around the corner is The January Effect and an election year. Both Glenn and Natalie can't wait to hear where this discussion goes. Experience the difference of working with a firm tha...
From submarines to Wall Street? Why was Natalie afraid of having coffee with Michele? If you have not heard the RHP Wealth Management story, we know you will enjoy Episode 34! The founding partners are together for the first time on one podcast. Natalie Picha, Glenn Royal, CFP®, and Michele Jones sat down recently to discuss their successful 4-year history and what makes them different from other independent financial advisor firms. This podcast is a perfect way to intr...
If you are thinking about selling a business, we hope this podcast inspires action. RHP Wealth Management Partner Natalie Picha and Market Talk Episode 33, guest Matthew Goldston of ABIP in Houston, discuss navigating the current M&A market conditions, following sound exit planning methodology, and why the ostrich approach to running your business does not model well. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. ...
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