The Lebenthal Report: Recent Episodes
Dominick Tavella and Michael Hartzman, CFP
The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by two experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years.
In case you missed it, check out this informative audio-only episode of The Lebenthal Report, where Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and protected status of all individuals, regardless of reproductive and relationship identity, status, or experience.In this episode, Michael, David, and Christine explore how to change the conversation around financial planning to include people without children. They discuss strategies for addressing the unique financial needs and goals of this often-overlooked group, emphasizing the importance of tailored financial advice that recognizes diverse life paths and priorities. Through thoughtful dialogue and expert insights, they aim to broaden the scope of financial planning to be more inclusive and equitable for everyone.
In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. This week, Michael and Dominick welcome back Bill McManus from Hartford Funds to discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, shares his nearly 20 years of experience in financial services, offering valuable insights on how exercise, sleep, stress management, diet, and continuous learning impact cognitive function. The conversation features highlights from MIT Age Lab on aging and financial planning, the benefits of the Mediterranean diet, and the effects of technology on sleep and decision-making.Stay sharp and informed to navigate economic challenges and secure your financial future. Don't miss this insightful episode!
In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. Join hosts Michael and Dominick as they sit down with Karen Svendsen, an esteemed attorney at Long Tuminello, LLP. This episode is packed with vital financial insights, ranging from planning and security to the complexities of divorce.Karen shares her expertise on crucial topics like asset division strategies and the importance of updating life insurance beneficiaries post-divorce. They explore the effects of rising interest rates on loans and the intricate process of negotiating QDROs during divorce proceedings. The discussion also highlights the necessity of full financial disclosure, the pivotal role of tax advisors, and the importance of regular beneficiary updates.Whether you're navigating a divorce or looking to secure your financial future, this episode is a must-listen. Tune in for an enlightening conversation that offers valuable advice and practical tips.
This week on The Lebenthal Report, Michael and Dominick welcome back Bill McManus from Hartford Funds as they discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, brings nearly 20 years of experience in financial services to the conversation. Learn about the impact of exercise, sleep, stress management, diet, and continuous learning on cognitive function. Highlights include insights from MIT Age Lab on aging and financial planning, the Mediterranean diet's benefits, and how technology affects sleep and decision-making. Keep your brain sharp to navigate economic challenges and secure your financial future!
In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New York Life and Investments, joins to discuss the specific challenges women face in managing finances and the crucial role of financial literacy. They delve into the importance of empowering women to join the financial industry and provide actionable insights on how they can learn about finances. From understanding intricate financial matters to navigating leadership in uncertain times, they cover it all. With valuable insights on fostering collaboration in virtual settings and empowering women in finance, this episode is a must-listen for anyone navigating today's financial landscape.
In case you missed it... check out this informative encore episode of The Lebenthal Report, where Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free information to clients, assisting them in locating facilities for appropriate care and housing decisions. Together, they delve into the critical topic of planning for aging and senior care. They explore the financial implications, personal limitations, and solutions surrounding senior care planning. From discussing the impact of rising interest rates on the economy to sharing insights on the challenges of qualifying for Medicaid, they leave no stone unturned. Tune in for expert insights, valuable discussions, and actionable advice on how to navigate the complexities of senior care planning!
This week on the Lebenthal Report, Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New York Life and Investments, joins to discuss the specific challenges women face in managing finances and the crucial role of financial literacy. They delve into the importance of empowering women to join the financial industry and provide actionable insights on how they can learn about finances. From understanding intricate financial matters to navigating leadership in uncertain times, they cover it all. With valuable insights on fostering collaboration in virtual settings and empowering women in finance, this episode is a must-watch for anyone navigating today's financial landscape.
On the latest episode of The Lebenthal Report, Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free information to clients, assisting them in locating facilities for appropriate care and housing decisions. Together, they delve into the critical topic of planning for aging and senior care. They explore the financial implications, personal limitations, and solutions surrounding senior care planning. From discussing the impact of rising interest rates on the economy to sharing insights on the challenges of qualifying for Medicaid, they leave no stone unturned. Tune in for expert insights, valuable discussions, and actionable advice on how to navigate the complexities of senior care planning!
In this episode of the Lebenthal Report, join hosts Michael and Dominick as they welcome special guest Karen Svendsen, an esteemed attorney at Long Tuminello, LLP. Together, they delve into crucial financial topics, spanning from planning and security to the intricate details of divorce. Karen brings her expertise to discussions about asset division strategies and the importance of updating life insurance beneficiaries post-divorce. Dive into their insights on the impact of rising interest rates on loans and the complexities of negotiating QDROs during divorce proceedings. This episode emphasizes the necessity of full financial disclosure, the pivotal role of tax advisors, and the critical need for regular beneficiary updates. Whether you're navigating divorce or aiming to safeguard your financial future, don't miss this enlightening episode.
This week on the Lebenthal Report, we welcome Dr. John Berger, PhD, an environmental science and policy specialist, author, and journalist, to delve into the critical issue of climate change. With his expertise, Dr. Berger discusses his background and current role, shedding light on his recent publication addressing climate change solutions. As the conversation unfolds, Dr. Berger shares insights on how climate change might impact the market, advocating for urgent action. Meanwhile, Michael and Dominick engage in a discussion about the future of investing in clean energy, highlighting the potential for growth and innovation in sustainable technologies. From renewable energy projects to green infrastructure initiatives, the dialogue explores avenues for progress in addressing climate challenges. For more insights, information, and where to buy Dr. Berger’s book, check out his website: www.johnjberger.com.
In case you missed this riveting episode of The Lebenthal Report, check out this encore where hosts Michael and Dominick engage in a dynamic discussion covering pivotal topics such as the stock market, economy, and financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the robust economy and the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue. The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. The exploration of recession impacts on the US economy and consumer spending provides valuable insights into potential challenges and the importance of rational decision-making. Additionally, the discussion on the tech market's economic impact and a detailed conversation with guest Phil Blancato about interest rates, inflation, and market manipulation further enriches this episode, offering listeners a diverse range of perspectives. Phil's predictions for the economic landscape add a forward-looking dimension, making this latest episode a must-listen for anyone seeking a well-rounded understanding of current financial dynamics and future trends during this crucial period from recession to the election. Don't miss out on this insightful and timely discussion!
This week on the Lebenthal Report, Dominick and Michael welcome special guest Michael Logalbo, known as Macro Mike, a global market strategist at New York Life Investments. The trio engages in a candid exploration of market dynamics and economic trends, navigating the intricacies of the current macro landscape. They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest rates by year-end. Delving into the growth potential of the AI subsector within the technology industry, they assess macro market dynamics, regulatory concerns, and the impact on the workforce, shedding light on AI deployment across various sectors. Additionally, they weigh in on the strength of the US economy amidst global uncertainties, discussing indicators of a potential economic slowdown and the tightening lending policies impacting banks. Join them for a captivating discussion covering market unpredictability, recession predictions, and the transformative potential of the AI subsector within the technology industry.
In this insightful encore episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. The team tackles the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. Where they dive into a detailed review of upcoming changes in Secure Act 2.0 and the effects on 529 plans with a focus on educating about state tax implications. Get valuable insights into rising education costs, financial aid, and innovative solutions to plan for your child's academic journey. The team unpacks the Roth conversion feature, 529 plan flexibility, and the benefits of early investment strategies. To access even more valuable information, make sure to watch the episode on YouTube or email us for the link to JP Morgan’s 2024 Education Planning Essentials Guide. Don't miss out on this comprehensive recap of crucial financial discussions to secure a bright educational future for your loved ones!
In case you missed it.. tune into this encore episode of The Lebenthal Report, where Michael and Dominick delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of comprehending personal goals and aspirations. Together, they navigate the challenges and stress associated with wealth, shedding light on generational differences in financial attitudes.For a deeper dive into personal happiness and well-being, secure your copy of Dr. Beth Kurland's upcoming book, You Don't Have to Change, to Change Everything: 6 Ways to Shift Your Vantage Point, Stop Striving for Happy, and Find True Well-being, available on March 26th. Visit her website at bethkurland.com for more information on her books and speaking engagements. #LebenthalReport #FinancialWellbeing #EmotionalIntelligence
In this insightful episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. The team tackles the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. Where they dive into a detailed review of upcoming changes in Secure Act 2.0 and the effects on 529 plans with a focus on educating about state tax implications. Get valuable insights into rising education costs, financial aid, and innovative solutions to plan for your child's academic journey. The team unpacks the Roth conversion feature, 529 plan flexibility, and the benefits of early investment strategies. To access even more valuable information, make sure to watch the episode on YouTube or email us for the link to JP Morgan’s 2024 Education Planning Essentials Guide. Don't miss out on this comprehensive recap of crucial financial discussions to secure a bright educational future for your loved ones!
In this riveting episode of The Lebenthal Report, hosts Michael and Dominick engage in a dynamic discussion covering pivotal topics such as the stock market, economy, and financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the robust economy and the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue. The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. The exploration of recession impacts on the US economy and consumer spending provides valuable insights into potential challenges and the importance of rational decision-making. Additionally, the discussion on the tech market's economic impact and a detailed conversation with guest Phil Blancato about interest rates, inflation, and market manipulation further enriches this episode, offering listeners a diverse range of perspectives. Phil's predictions for the economic landscape add a forward-looking dimension, making this latest episode a must-listen for anyone seeking a well-rounded understanding of current financial dynamics and future trends during this crucial period from recession to the election. Don't miss out on this insightful and timely discussion!
In this week's installment of The Lebenthal Report, join Michael and Dominick as they delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of comprehending personal goals and aspirations. Together, they navigate the challenges and stress associated with wealth, shedding light on generational differences in financial attitudes. Don't miss out on this insightful dialogue! For a deeper dive into personal happiness and well-being, secure your copy of Dr. Beth Kurland's upcoming book, You Don't Have to Change, to Change Everything: 6 Ways to Shift Your Vantage Point, Stop Striving for Happy, and Find True Well-being, available on March 26th. Visit her website at bethkurland.com for more information on her books and speaking engagements. #LebenthalReport #FinancialWellbeing #EmotionalIntelligence
Tune in to this encore episode of The Lebenthal Report where August Research CEO John Eade joins Michael and Dominic for a dynamic discussion on the economy and the AI sector. The conversation ended positively with an optimistic outlook for 2024. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. Discover the future impact of AI on various sectors and get valuable investment strategies. Trust us, this episode is AI-mazing! Find the episode on VoiceAmerica, YouTube, or wherever you listen to your favorite podcasts!
In case you missed it.. Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolutions, and financial insights with Harold in this impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips. Uncover the importance of updating beneficiary designations, trust funding, and the significance of clear estate planning in blended families. The conversation extends to residency terms, maintenance responsibilities, and probate insights, highlighting the need for proactive document review and professional guidance. Protect your legacy by tuning in for a condensed dose of wisdom.For more information, please contact Harold Bollaci, P.C. at (516) 538-9700
Tune in to the latest episode of The Lebenthal Report! August Research CEO John Eade joins Michael and Dominic for a dynamic discussion on the economy and the AI sector. The conversation ended positively with an optimistic outlook for 2024. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. Discover the future impact of AI on various sectors and get valuable investment strategies. Trust us, this episode is AI-mazing! Find the episode on VoiceAmerica, YouTube, or wherever you listen to your favorite podcasts!
This week on The Lebenthal Report Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolutions, and financial insights with Harold in this impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips. Uncover the importance of updating beneficiary designations, trust funding, and the significance of clear estate planning in blended families. The conversation extends to residency terms, maintenance responsibilities, and probate insights, highlighting the need for proactive document review and professional guidance. Protect your legacy by tuning in for a condensed dose of wisdom.For more information, please contact Harold Bollaci, P.C. at (516) 538-9700
In this encore episode of The Lebenthal Report, hosts Dominick and Michael are joined by special guest William (Bill) Roach from Macquarie Investment Management, adding a wealth of knowledge to our exploration of market dynamics and investment strategies. Together, they delve into the recent market downturn, discussing the shift from large cap stocks and stressing the significance of diversified portfolios for robust outcomes. The episode pays homage to investment luminary Charlie Munger, reflecting on his enduring legacy. The conversation expands to cover bond vigilantes and fiscal responsibility, elucidating their crucial role. The trio also provides insights into bond index performance, expectations for 2024, and the municipal sector's outlook are explored, offering a comprehensive perspective on navigating the complex financial landscape. Don't miss this nuanced discussion on market trends, fiscal responsibility, and the potential impact of Covid relief on financial stability.
Check out this encore episode of The Lebenthal Report where Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts. This episode will help answer your questions and demystify social security.
In the latest episode of The Lebenthal Report, hosts Michael and Dominick, along with guest Sean McLeod, CFA, Portfolio Manager, and Vice President at Dana Investment Advisors, explore the financial landscape. The discussion begins with an analysis of the recent interest rate drop and its links to a market rebound, while expressing concerns about inflated rate expectations. Sean McLeod adds valuable insights on market evolution, strategic considerations, and emphasizes the resilience of diverse industries, including gaming, telecom, tech, and healthcare. The conversation also touches on the importance of dividend stocks, and crucial financial aspects like earnings and GDP outlook. The episode concludes with an introduction to Dana's services. Don't miss this insightful guide to navigating the complexities of the financial landscape.
In this episode of The Lebenthal Report, hosts Dominick and Michael are joined by special guest William (Bill) Roach from Macquarie Investment Management, adding a wealth of knowledge to our exploration of market dynamics and investment strategies. Together, they delve into the recent market downturn, discussing the shift from large cap stocks and stressing the significance of diversified portfolios for robust outcomes. The episode pays homage to investment luminary Charlie Munger, reflecting on his enduring legacy. The conversation expands to cover bond vigilantes and fiscal responsibility, elucidating their crucial role. The trio also provides insights into bond index performance, expectations for 2024, and the municipal sector's outlook are explored, offering a comprehensive perspective on navigating the complex financial landscape. Don't miss this nuanced discussion on market trends, fiscal responsibility, and the potential impact of Covid relief on financial stability.
In case you missed it, check out this special encore episode of The Lebenthal Report. We had the pleasure of sitting down with a remarkable young entrepreneur, James Lattanzi, creator of Bullseye Sneaker Boutique. He joined Michael and our returning guest host, Scott Hartzman, to share the compelling story of his business journey. From inception to growth, you'll discover the unique insights and experiences that have paved the way for his remarkable success. If you're searching for inspiration and valuable entrepreneurial wisdom, this episode is a must-listen.
On the latest episode of The Lebenthal Report, Michael& Dominick bring you a can't-miss November Market update! They tackle essential subjects like the economy, financial planning, and market trends, offering in-depth discussions on Federal Reserve interest rates, market performance, consumer spending, credit card debt, and government debt. Tune infor valuable insights on how headline risk plays a crucial role in financial planning and market strategies. Stay well-informed and ready for any marketfluctuations! Don't let this insightful update pass you by!
On this special episode of The Lebenthal Report, we had the pleasure of sitting down with a remarkable young entrepreneur, James Lattanzi, creator of Bullseye Sneaker Boutique. He joins Michael and our returning guest host, Scott Hartzman, to share the compelling story of his business journey. From inceptionto growth, you'll discover the unique insights and experiences that have paved the way for his remarkable success. If you're in search of inspiration and valuable entrepreneurial wisdom, this episode is a must-listen.
In this riveting episode ofThe Lebenthal Report, Michael and Dominick are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book "Disneyland on the Mountain: Walt, the Environmentalists, and the Ski Resort That Never Was." "Disneyland on the Mountain" is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort in the Sierra Nevada mountains. Greg and Kathryn delve into this captivating narrative that reveals the unwritten chapter of Disney's History.
To listen to this unique episode and gain insights from the authors about their personal journey in uncovering this hidden piece of Disney history, you can tune in on VoiceAmerica, Youtube, Spotify & Apple Podcasts.
Additionally, if you're interested in purchasing a copy of "Disneyland on the Mountain," you can visit their website at www.DisneylandontheMountain.com.This book is a fascinating look at Walt Disney’s last unfinished project and the controversy surrounding it. Don't miss out on this opportunity to explore a lesser-known facet of Disney's legacy. Visit www.DisneylandontheMountain.com for more information and to purchase the book.
Join us in our latest episode of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. Michael and Dominick welcome young professionals Jordan LeWinter & Scott Hartzman. If you are curious about how the next generation is approaching investments, we’re unraveling the strategies, success stories, and lessons learned. But that's not all! We're also exploring the challenges and triumphs of buying a home on Long Island. The real estate market, the coveted neighborhoods, the journey from renting to owning – it's all on the table. Michael and Dominick pose the question: Should I stay, or Should I go? Whether you're a local resident or just intrigued by the Long Island lifestyle, this episode is a must-listen. Available now on VoiceAmerica, YouTube, Spotify, and Apple Podcasts.
In this episode of The Lebenthal Report Podcast, we're thrilled to welcome a distinguished expert in the field of municipal markets, Megha Shrimal, from MacKay Shields. Megha joins Michael and Dominick as they delve into in-depth discussions about the latest municipal markets,discussing how they shape local economies, fund essential projects, and impact community growth. This essential Muni Market update is not to be missed! Tune in now for an enlightening conversation on VoiceAmerica, YouTube, Apple Podcasts & Spotify.
In this episode of The Lebenthal Report, we delve into a comprehensive mid-year market update. Joined by expert guest, Greg Dalhman, CFA, Senior Vice President and Portfolio Manager from Dana Investment Advisors. Greg provides listeners with valuable insights into the latest trends, shifts, and developments shaping the global market landscape. Tune in to hear a breakdown of key sectors, performance indicators, and emerging opportunities that have defined the first half of the year. Whether you're an investor, a business owner, or simply curious about the economic outlook, this episode equips you with the knowledge and strategies to navigate the rest of the year successfully. Now available on VoiceAmerica, YouTube, Spotify & Apple Podcasts.
This week on the Lebenthal Report Michael & Guest Host, David Walker, welcome Workplace Performance Expert and New Author, Henna Pryor, PCC. Henna is a highly sought-after Workplace Performance Expert and an award-winning 2x TEDx and global keynote speaker, executive facilitator, and coach. Her clients call her their “secret weapon for impossible change,” an honor she wears proudly. She’s known for her science-backed approach to improving the performance, habits, and actions of hungry high achievers – in her fun, no-nonsense, no-jargon way – to move them from their first level of success to their next one. Her highly anticipated book, Good Awkward, publishes in September and is available for pre-order now. (HennaPryor.com) . If you are ready to embrace your awkwardness don’t miss out on this captivating interview available on VoiceAmerica, YouTube, Apple Podcasts & Spotify
On this episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge when making informed financial decisions. Tune into this explanatory episode now available on VoiceAmerica, Youtube, Apple Podcast, or Spotify.
In this eye-opening episode, we welcome author and economist, Nate Hilger. Michael and Dominick delve into the disparities between high-income and low-income parenting. Join us as we explore the unique financial challenges each group faces and discuss strategies to bridge the gap and create a more equitable environment for all families. From examining privileges and pressures to addressing systemic barriers, we aim to foster empathy and advocate for a more inclusive future. These ideas and more are outlined in Nate’s book “The Parent Trap”. Don't miss this important conversation on #ParentingDisparities.
EquityinParenthood #BreakingBarriers #ParentingFinances #FinancialResponsibility.
This week on the Lebenthal Report we welcome back returning guest, Ron Roel. Ron Roel is the host of 45 Forward, a nationwide internet talk radio show onVoiceAmerica.com. Michael and Dominick discuss with Ron common challenges and solutions when planning for long-term care while also touching upon current issues surrounding nursing homes. They focus on timely topics that are featured in Ron’s soon-to-be-published guide for family caregivers: TheCaregiver Navigator. We highly recommend this episode to those who have aging loved ones. Now available on Voiceamerica.com, YouTube, Apple Podcasts, and Spotify!
This week on TheLebenthal Report we welcome Dr. Aaron Ahuvia, PhD. Dr. Ahuvia author of “The Things We Love: How Our Passions Connect Us and Make Us Who We Are" discusses the psychology behind brand love and customer loyalty. They go into detail about the difference between value and love. We ask the question what does a company do right to create that value proposition? They discuss how the psychological aspects behind this can help the company raise stock. You will LOVE this informative episode, available onVoiceamerica.com, YouTube, Apple Podcasts, and Spotify!
This week on The Lebenthal Report we welcome Howard Jonas, CLU, ChFC, REBC, CASL, Director of Advanced Sales from Crump Life Insurance. Howard provides technical support to financial advisers with estate planning, charitable planning, wealth transfer, and business succession planning situations. Michael and Dominick discuss with Howard how life insurance can be an important part of a comprehensive financial plan. While no one wants to think about their own mortality, life insurance can be used in financial planning as an essential tool for estate planning. They touch upon essential components of a well-rounded financial plan, ensuring that your legacy is protected. As with any financial decision, it's important to do your research and work with a trusted financial advisor to determine the best course of action for your specific situation.
To learn more, check out the full episode on Voiceamerica.com, YouTube, Apple Podcasts, and Spotify!
This week on the Lebenthal Report we welcome Keynote Speaker & Author, Brittany Hodak. Brittany Hodak, is an award-winning marketing expert and customer experience speaker, she holds a master’s degree in marketing and is the author of “Creating Superfans”. Over the years, she oversaw multi-million-dollar and award-winning campaigns for Johnson & Johnson, A&E Television and LG.
Michael and Dominick discuss with Brittany how to build a community of loyal customers. They explore why customer retention is so vital to business success, and she shares tried-and-true strategies for keeping your customers engaged and loyal. They look at the importance of building personal connections with your customers & clients, providing excellent customer service, and creating a positive user experience.
You’ll be a superfan of this episode- Now available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!
This week on the Lebenthal Report we are excited to welcome guest Jack Manley. Jack Manley, vice president, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets. Jack’s feature on the Lebenthal Report could not come at a better time. He helps us make sense of the current banking crisis & how to discuss the crisis with our clients.
Jack is also a frequent guest on CNBC, Bloomberg, BNN and other financial news outlets and is often quoted in the financial press. Jack joined J.P. Morgan in 2013 as a member of the Asset Management Strategy & Business Development Team, where he worked on various strategic initiatives across the firm. (jpmorgan.com)
This week on the Lebenthal Report we welcome author Douglas Bauer. Michael and Dominick go into detail with Doug about how he was inspired for his newest novel,The Beckoning World, which was released Fall of 2022. Doug also discusses how to get into the business of being a writer. Doug’s vast experience and knowledge are something to aspire to. He is the author of three previous novels — Dexterity; The Very Air and The Book of Famous Iowans — and three works of non-fiction — Prairie City Iowa: Three Seasons at Home; The Stuff of Fiction: Advice on Craft, and What Happens Next?: Matters of Life and Death, which won the PEN/New England Award in Non-Fiction. He is also the editor of the anthologies, Prime Times: Writers on Their Favorite TV Shows and Death by Pad Thai and Other Unforgettable Meals. His numerous essays, reviews, and articles have appeared in Esquire, Harper’s, The Atlantic, The New York Times Magazine, The New York Times Book Review, The Los Angeles Book Review, and many other publications. He has won grants from the National Endowment for the Arts in both fiction and creative non-fiction. He lives in Cambridge, MA, and teaches at Bennington College, where he is a core faculty member of the Bennington Writing Seminars MFA program in writing and literature. This must-listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts, and Spotify!
This week on the Lebenthal Report we welcome back returning guest Kristia Adrian. Kristia "Kris" Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout the country to educate clients and advisors on college planning and The Advisor-Guided 529 Plan using College Planning Essentials. Kris helps navigate a simplified explanation of 529 with Michael and Dominick.
Previously, Kris was an Internal Client Advisor for over a decade with J.P. Morgan Asset Management building advisory relationships with independent broker-dealers. She started her career in 2001 as an independent advisor with Royal Alliance Associates, focused on high-net-worth clients and estate planning. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus, OH.
This week on The Lebenthal Report, we welcome back Managing Director & Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. Michael and Dominick discuss with David the view of the market forecast going forward. As well as an update on the current market
This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost 20 years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in-depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They answer some of the more prominent questions from our clients and listeners. To contact Harold for your estate planning questions or needs please visit Bollacilaw.com.
This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook of 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth vs value and where the opportunities lie in US equity versus International equity.
Lauren Goodwin, CFA, is an Economist & Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star of Wall Street. Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for her firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s. (newyorklifeinvestments.com)
This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care, and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients, and retirement plan participants on an annual basis on these topics.
Michael and Dominick discuss with Roberta the new provisions within the Secure Act 2.0. They break down how the new retirement rules may affect you and what you need to know going forward to 2023 and beyond. For more information on the New Secure Act 2.0 please contact your financial advisor.
This week on The Lebenthal Report we are excited to welcome Ty Burr. Ty Burr was a film critic and pop culture columnist for The Boston Globe for two decades, from 2002 to 2021. He currently writes “Ty Burr’s Watch List” (tyburrswatchlist.substack.com), a popular e-newsletter for movie and TV recommendations—including streaming ones—and cultural commentary. He is the author of the critically acclaimed books Gods Like Us: On Movie Stardom and Modern Fame (2013) and The Best Old Movies for Families (2007), and the e-book The 50 Movie Starter Kit: What to Know if You Want to Know What You’re Talking About (2013). During the 1980s, he programmed movies for HBO/Cinemax. As a senior writer and editor for Entertainment Weekly throughout the 1990s, he wrote reviews and features and oversaw the magazine’s initial coverage of, and forays into, the Internet and new media. A member of the National Society of Film Critics and the Boston Society of Film Critics, Ty teaches courses in film and criticism at Boston University and Emerson College. In 2017, he was a finalist for the Pulitzer Prize in Criticism.
For our debut show of 2023, we welcome American TV producer Natasha Lance Rogoff to discuss her memoir, Muppets in Moscow: The Unexpected Crazy True Story of Making Sesame Street in Russia, which Rowman & Littlefield published recently. It chronicles Natasha’s experience producing a Russian version of Sesame Street in post-Soviet Union Russia. It falls under the category of “And you thought your job was tough.” Available now on voiceamerica.com, YouTube, Apple Podcasts, and Spotify.
As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!
On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets
This week on The Lebenthal Report Michael and Dominick discuss if the recent rally can last with returning guest Jake Jolly. Jake Jolly, CFA is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm’s largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He produces rigorously researched market commentary and investment content to shape investment strategy decisions. Jake collaborates with portfolio managers and researchers across BNY Mellon Investment Management’s investment firms to provide a vital link between investment, product, and distribution teams.
On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets
This week on the Lebenthal Report we welcome back guest co-host Philip Blancato. Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a Member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. & Securities Service Network, Inc. Philip is a Thirty year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Dominick and Michael discuss with Philip recent market movements and looking ahead towards the last quarter of the year.
On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets
On this week's episode of The Lebenthal Report we continue the conversation with Coach Ray Scott. Ray Scott was part of the early wave of Black NBA players who changed how the game of professional basketball is played, leading to the tremendously popular financial blockbuster the NBA is today. Scott was a successful forward/center chosen as the #4 pick by the Detroit Pistons in the 1961 NBA draft. After he was named head coach of the Pistons in 1972, he won Coach of the Year in the spring of 1974—the first Black man ever to capture that honor. Coach Scott’s story is not only captivating but educational and we are privileged to have such a trailblazer on our podcast. To learn more about Ray Scott & his history with the NBA be sure to find his memoir, “The NBA in Black and White, The Memoir of a Trailblazing NBA Player and Coach”, at all major bookselling retailers.
On this week’s Lebenthal Report we welcome Tom Duncan. Tom Duncan is a senior director in the Advanced Consulting Group for Nationwide and has been with the company since 2000. He has written for numerous financial industry publications and is a much-requested speaker on annuity planning.
Tom holds a Juris Doctor from the University of Dayton, a bachelor’s degree in economics from Denison University and the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations. His areas of specialty include annuities, IRAs, retirement income planning and estate planning.
On this week's episode of The Lebenthal Report, we welcome former NBA player and coach, Ray Scott. Ray Scott was part of the early wave of Black NBA players who changed how the game of professional basketball is played, leading to the tremendously popular financial blockbuster the NBA is today. Scott was a successful forward/center chosen as the #4 pick by the Detroit Pistons in the 1961 NBA draft. After he was named head coach of the Pistons in 1972, he won Coach of the Year in the spring of 1974—the first Black man ever to capture that honor. Coach Scott’s story is not only captivating but educational and we are privileged to have him on our podcast. To learn more about Ray Scott & his history with the NBA be sure to find his memoir, The NBA in Black and White, The Memoir of a Trailblazing NBA Player and Coach, at all major bookselling retailers.
On this week’s Lebenthal Report Michael Hartzman welcomes back returning guest, Jonathan Mackay. Jon is Head of Sales, US Intermediary Investment Strategists at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. Jon gives his perspective about global markets and the effect a US recession would have around the world.
This week on The Lebenthal Report hosts Michael Hartzman and Dominick Tavella touch upon current market trends and explain the history of bear markets.
This week on the Lebenthal Report, we welcome Ron Roel. Ron Roel is a veteran journalist, author, and radio show host who is passionate about promoting “successful aging” across the generations, providing helpful information, pragmatic solutions, and compelling stories to help people explore rewarding experiences throughout life. He is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Each week, Ron explores a wide range of topics with guest experts, integrating key components of work and careers, health, finance, family and friends, housing, and individual passions to prepare people for their journey through the second half of life. Ron spent 20 years as a writer and editor at Newsday, Long Island’s daily newspaper, covering business, workplace issues, real estate, and politics, in addition to founding Act 2, the paper’s weekly section for readers aged 50-plus. As President of Roel Resources LLC, an editorial consulting firm, Ron has written extensively on aging topics and spoken at numerous conferences and radio and TV shows.
On this episode of the Lebenthal Report, Michael Hartzman & Dominick Tavella provide a market update.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth.
On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman are joined by Harold Bollaci of Bollaci Law Office. They discuss what you could expect when paying state estate taxes.
On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets.
On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with David Lykken and discuss the state of mortgages.
On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Eric Wagoner of Lebenthal Financial Services.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Lauren Goodwin, CFA, an economist, and strategist for New York Life Investments’ Multi-Asset Solutions team.
On this episode of The Lebenthal Report, Michael Hartzman & Dominick Tavella provide a market update on current news and volatility.
Michael Hartzman & Dominick Tavella discuss the current market with Senior Vice President, Greg Dahlman of Dana Investment Advisors
On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with Investment director Laz Tiant of Schroders to discuss ESG (Environmental, Social, and Governance) investing.
In Episode 50 of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss allocating client portfolios.
On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with Robert Morgan, director of Fixed Income at DCM Advisors, LLC who discusses owning Munis during volatility.
On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with John Eade of Argus Research to discuss inflation and recent market volatility.
On this episode, Dominick Tavella & Michael Hartzman speak with special guest, Kevan McConlogue of Overline-BSI.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Dr. Kevin Elko a nationally renowned sports psychologist, performance and career-enhancement consultant, author, and professional motivational speaker.
On this episode of The Lebenthal Report, Dominick Tavella and special guest co-host Philip Blancato, the President and Chief Executive Officer of Ladenburg Thalmann Asset Management, discuss the markets and global economy.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jeff Atwell, CPFA, Senior Plan Consultant at Touchstone Retirement Group.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Duane Roberts, CFA, Director of Equities and Portfolio Manager at Dana Investment Advisors.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with James Kelleher, CFA, Director of Research & Senior Analyst Technology at Argus Research Company.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest John Eade, the President of Argus Research Corporation.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth.
On this episode of The Lebenthal Report, Michael Hartzman and co-host Eric Wagoner speak with Brian Fitzgerald, Institutional Portfolio Manager for Franklin Templeton Investment Solutions.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the third quarter of 2021.
On this episode of The Lebenthal Report, Mark Paris, Chief Investment Officer and Head of Municipals for Invesco joins the show to speak with Dominick Tavella and Michael Hartzman.
On this episode of The Lebenthal Report, Mikhail (Mike) Alkhazov, CFA, Equity Analyst of Dana Investment Advisors joins the show to speak with Dominick Tavella and Michael Hartzman.
On this episode of The Lebenthal Report, Jaime Desmond, Chief Operating Officer of Ladenburg Thalmann Asset Management joins the show to speak with Dominick Tavella and Michael Hartzman.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Roberta Eckert, VP, Nationwide Retirement Institute. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show to speak with Barry Seidel, Attorney at Law - The Queens law firm of Barry Seidel & Associates.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with The CEO’s Right Hand, Inc.’s founder and CEO William Lieberman and Chief Talent Officer Sarah Lieberman. The CEO’s Right Hand, Inc. is a New York-based consulting services firm that provides the full breadth of strategic, financial and operational advice to founders, CEOs and Executive Teams. Jordan Kimmel then joins the show to speak with Liz Claman, the anchor of the Fox Business Network show The Claman Countdown.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Kristia Adrian, Vice President, 529 Specialist for J.P. Morgan Asset Management. Jordan Kimmel then joins the show to speak with Chief Investment Strategist Sam Stovall.
On this episode of The Lebenthal Report, Michael Hartzman speaks with Lee Rubenstein, Attorney at Law. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.
On this episode of The Lebenthal Report our guest is international investor, financial commentator and author, Jim Rogers.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Joe Lavin, Senior Vice President at CBRE Global Investors. Jordan Kimmel then joins the show to speak with returning guest Michael Carty who is the founding principal and chief investment officer of New Millennium Advisors, a New York City-based equity and balanced investment management firm.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the first half of 2021. Jordan Kimmel then joins the show to speak with Jonathan Golub, Chief U.S. Equity Strategist at Credit Suisse.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Ron Koenigsberg, President of American Investment Properties. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.
On this episode of The Lebenthal Report, Michael Hartzman and Scott Hartzman speak with James Black II, Partner at Silverman Acampora LLP. Jordan Kimmel then joins the show to speak with Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management.
On this episode of The Lebenthal Report, Dr. Quincy Krosby, Chief Market Strategist at Prudential Financial joins the show to speak with Dominick Tavella and Michael Hartzman.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Paul Henneman, President of ValuEngine.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Partner at Davis & Grutman, LLP. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph.D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Wisdom Tree’s Global Head of Research Jeremy Schwartz. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds. Jordan Kimmel then joins the show to speak with Morningstar’s head of sustainability research Jon Hale, Ph.D., CFA.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speaks with returning guest Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation. Jordan Kimmel then joins the show to speak with John Dobosz, the deputy editor of investing content for Forbes Media.
On this episode of The Lebenthal Report, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with professor, investment professional and author, Jeremy Siegel.
Guest bio: Professor Jeremy J. Siegel, WisdomTree’s Senior Investment Strategy Advisor, is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. His latest book, The Future for Investors, is a bestseller.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Philip Blancato, the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Jordan Kimmel then joins the show to speak with MarketWatch columnist Howard Gold.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show to speak with Barry Sloane who is the President, Chairman and CEO of Newtek Business Services Corp.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with Michael Carty who is the founding principal and chief investment officer of New Millennium Advisors, a New York City-based equity and balanced investment management firm.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Lauren Goodwin, CFA, an economist and strategist for New York Life Investments’ Multi-Asset Solutions team. Jordan Kimmel then joins the show to speak with Hazel Henderson D.Sc.Hon., FRSA, Founder and CEO of Ethical Markets Media.
On this episode of The Lebenthal Report, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with professor, investment professional and author, Jeremy Siegel.
Guest bio: Professor Jeremy J. Siegel, WisdomTree’s Senior Investment Strategy Advisor, is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. His latest book, The Future for Investors, is a bestseller.
Legendary investor Jim Rogers shares life lessons and stories with Lebenthal’s team. While Jim's returns and successes are well known, you know that is never what Jim likes to talk about. We have dedicated this full episode to Jim’s background and what helped create the immense success and timely market calls. Jim also shares his views on the current market conditions as well as a peak into the future.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with David Lebovitz, a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan Kimmel then joins the show to speak with Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.
0:39 Dominick Tavella and Michael Hartzman's overview of current events
14:22 David Lebovitz
29:51 Jeffrey Hirsch
45:05 Episode wrap up with Dominick Tavella and Michael Hartzman
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Aaron Brown the former managing director and head of financial market research at AQR Capital Management and the well-known author of "Red-Blooded Risk" and "The Poker Face of Wall Street," and a co-author of "A World of Chance." On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Aaron Brown the former managing director and head of financial market research at AQR Capital Management and the well-known author of "Red-Blooded Risk" and "The Poker Face of Wall Street," and a co-author of "A World of Chance." 0:37 Dominick Tavella and Michael Hartzman's overview of current events 14:22 Gregory Serbe 28:09 Aaron Brown 41:44 Episode wrap up with Dominick Tavella and Michael Hartzman
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman discuss GameStop, retail investors vs Wall Street titans. Jordan Kimmel then joins the show to speak with legendary investor Louis Navellier.
00:36 Dominick Tavella and Michael Hartzman's discussion on GameStop frenzy
20:20 Louis Navellier
45:22 Episode wrap up with Dominick Tavella and Michael Hartzman
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation. Jordan Kimmel then joins the show to speak with Peter C. Kenny the renowned global market strategist and investor.
On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jonathan Mackay an Investment Strategist at Schroders. Jordan Kimmel then joins the show to speak with Barry Ritholtz the Co-Founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC.
On this premier episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel then joins the show to speak with Chief Investment Strategist Sam Stovall.