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