Episodes
Aug. 23, 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
Aug. 9, 2022
Encore 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, 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 197...
Aug. 2, 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.
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, 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 197...
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 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 A...
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, 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 19...
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 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.
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 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.
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 investing, macroeconomics, and quantitative research. He has extensive experience delivering market/portfolio updates to institutions, RIAs, and consultants. Jake earned an MBA in Finance and Accounting from Carnegie Mellon University.
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, 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 ...
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.
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.
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.
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.
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.
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.
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.