Michael Hartzman, CFP and Dominick Tavella

The Lebenthal Report

Business EN ↓ 275 episodi

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 three 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. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success...

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Autore

Michael Hartzman, CFP and Dominick Tavella

Categoria

Business

Sito del podcast

sites.libsyn.com

Ultimo episodio

11 nov 2026

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Episodi

2023 Outlook with Lauren Goodwin 07.02.2023

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 o...

Encore Secure act 2.0- how the new retirement rules may affect you 31.01.2023

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 I...

Secure act 2.0- how the new retirement rules may affect you 24.01.2023

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 I...

Talking Film with Ty Burr 17.01.2023

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 accla...

Making Sense of a Crazy market with Jon Mackay 10.01.2023

On this episode of the Lebenthal Report, Michael and Dominick welcome back Jonathan Mackay from Schroders.  Johnathan discusses the current market and how we can make sense of the craziness we've been seeing.  Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediar...

A conversation with Natasha Lance Rogoff 03.01.2023

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 j...

Encore Review of 2022 & a Peek of 2023 27.12.2022

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!

Encore Review of 2022 & a Peek of 2023 20.12.2022

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!

Review of 2022 & a Peek of 2023 13.12.2022

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!

Encore The Lebenthal Report - November 22nd, 2022 06.12.2022

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Encore The Lebenthal Report - November 22nd, 2022 29.11.2022

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The Future of the Job Market in 2023 22.11.2022

On this week's Lebenthal Report we welcome Scott Passeser. Scott is one of Long Island's most respected business leaders and is deeply connected with the Long Island business community. Scott currently hosts Radio Jobline every Saturday afternoon from 2-3 PM and formerly hosted one of the region's most watched business television programs, News 12 Long Island's Jobline from 1989- 2013. Scott has b...

Encore Discussion with Jake Jolly if this recent rally can last 15.11.2022

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 acro...

Encore Discussion with Jake Jolly if this recent rally can last 08.11.2022

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 acro...

Market Update with Dominick Tavella & Michael Hartzman 01.11.2022

In this episode of The Lebenthal Report, Michael and Dominick give us a current market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.

Discussion with Jake Jolly if this recent rally can last 25.10.2022

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 acro...

The Lebenthal Report - October 18th, 2022 18.10.2022
James Geraghty, Author of Inside the Orphan Drug Revolution 11.10.2022

This week on The Lebenthal Report we welcome James Geraghty. James Geraghty has been a director of eight NASDAQ-listed biotech companies and chair of five. He's worked on orphan drugs for over forty years—as a strategy consultant, a CEO, a leader of pioneering international operations at Genzyme, and a venture entrepreneur. As a biotechnology executive, he has been a passionate participant in the...

Market Update with Jim Kelleher 04.10.2022
Market Update with Michael Hartzman & Dominick Tavella 27.09.2022

On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets

Looking Ahead to The 4th Quarter 2022 06.09.2022

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 Amer...

The Lebenthal Report - August 30th, 2022 30.08.2022
Market Update with Dominick Tavella & Michael Hartzman 23.08.2022

On this week of The Lebenthal Report, Dominick Tavella & Michael Hartzman share an update on the markets

The Lebenthal Report - August 16th, 2022 16.08.2022
Encore Continuing the Conversation with Coach Ray Scott 09.08.2022

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....

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