Episodes

On the latest episode of the Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality investments. James shared insights on opportunities in Japan and emerging markets, emphasizing diversi...

This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early retirement, the trend of older workers setting their terms, and the rising popularity of work-from-h...

On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil industries, and the changing consumer landscape's impact on supply chains. The team also evaluates ...

On this must-listen episode of the Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and US Equity Specialist from JP Morgan Asset Management. Together, they discuss a range of timely topics, including personal anecdotes, future plans, and global financial market trends. They explore the performance of the S&P 500, the potential impact of AI on businesses, and the economic implications of interest rate cycles. The conversation touches on the recent gains in major stock indi...

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...

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...

On the latest audio-only episode of The Lebenthal Report, 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, rega...

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 a...

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 lea...

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 surround...

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 fin...

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 impac...

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...

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 ...

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 r...

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 insi...

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...

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 in...

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 f...

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 associat...

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 o...

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 desig...

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 Voic...

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 cl...