Episodes

Continuing the Conversation with Coach Ray Scott
July 26, 2022

Continuing the Conversation with Coach Ray Scott

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, leadin...
The Changing Landscaping of IRA Withdrawals
July 19, 2022

The Changing Landscaping of IRA Withdrawals

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 p...
A Conversation with NBA Trailblazer Coach Ray Scott
July 5, 2022

A Conversation with NBA Trailblazer Coach Ray Scott

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, leadi...
Encore A Global Perspective from Schroders
June 28, 2022

Encore A Global Perspective from Schroders

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 F...
A Global Perspective from Schroders
June 21, 2022

A Global Perspective from Schroders

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 F...
Market Update with Jake Jolly
June 7, 2022

Market Update with Jake Jolly

On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Jake Jolly of BNY Mellon. Jake is a Senior Investment Strategist at BNY Mellon Investment Management. Jake's focus areas include factor...
Financial Fraud, Scams & Elder Abuse | The Lebenthal Report
May 24, 2022

Financial Fraud, Scams & Elder Abuse | The Lebenthal Report

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,...
What's Moving Small Caps
May 3, 2022

What's Moving Small Caps

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.
Potential Bite of State Estate Taxes
April 19, 2022

Potential Bite of State Estate Taxes

Om 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.
Market Update with Dominick Tavella & Michael Hartzman
April 12, 2022

Market Update with Dominick Tavella & Michael Hartzman

On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets.
Mortgages 101 with David Lykken | The Lebenthal Report
March 29, 2022

Mortgages 101 with David Lykken | The Lebenthal Report

On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with David Lykken and discuss the state of mortgages.
Deep Dive into Banks | The Lebenthal Report 55
March 22, 2022

Deep Dive into Banks | The Lebenthal Report 55

On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Eric Wagoner of Lebenthal Financial Services.
Market Perspective with Lauren Goodwin of NY Life
March 15, 2022

Market Perspective with Lauren Goodwin of NY Life

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.
Market Update with Michael & Dominick
March 8, 2022

Market Update with Michael & Dominick

On this week of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss what is going on in the market.
Practical Perspective to Volatility
Feb. 22, 2022

Practical Perspective to Volatility

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds.
ESG Investing with Laz Tiant
Feb. 8, 2022

ESG Investing with Laz Tiant

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.
Michael Hartzman & Dominick Tavella on Asset Allocation
Feb. 1, 2022

Michael Hartzman & Dominick Tavella on Asset Allocation

In Episode 50 of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss allocating client portfolios.
John Eade on Inflation & Market Volatility
Jan. 18, 2022

John Eade on Inflation & Market 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.