Michael Hartzman, CFP and Dominick Tavella

The Lebenthal Report

Business EN ↓ 275 episodes

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...

Be sure to visit the podcast's website and support the creator: sites.libsyn.com

Author

Michael Hartzman, CFP and Dominick Tavella

Category

Business

Podcast website

sites.libsyn.com

Latest episode

Nov 11, 2026

Where to listen?

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Episodes

What is Cryptocurrency? 11.01.2022

On this episode, Dominick Tavella & Michael Hartzman speak with special guest, Kevan McConlogue of Overline-BSI.

A look ahead to 2022 04.01.2022

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with special guest Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management.

Encore A Conversation With Inspirational Speaker Dr. Kevin Elko 28.12.2021

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.

A Conversation With Inspirational Speaker Dr. Kevin Elko 21.12.2021

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.

The Lebenthal Report with special guest co-host Philip Blancato 14.12.2021

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, industries and global economy.

A Review Of Upcoming Changes In Retirement Planning 07.12.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jeff Atwell, CPFA, Senior Plan Consultant at Touchstone Retirement Group.

Encore: A Discussion On The Post-Pandemic Economy 23.11.2021

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.

Encore: What is ESG investing? 16.11.2021

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.

What is ESG investing? 09.11.2021

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.

A Discussion On The Post-Pandemic Economy 02.11.2021

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.

Portfolio Management 26.10.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest John Eade, the President of Argus Research Corporation.

Is Stagflation Here? 19.10.2021

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.

Market Volatility: Factors, Opportunities and Risks 12.10.2021

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.

Third Quarter 2021 Market Review 05.10.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman review the markets over the third quarter of 2021.

Municipal Bond Market Under The Microscope 28.09.2021

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.

Current Market Conditions 21.09.2021

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 current market conditions.

Women in Financial Services: Insights from Jaime Desmond 14.09.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jaime Desmond, Chief Operating Officer of Ladenburg Thalmann Asset Management.

Planning ahead for social security and seasonal market trends 31.08.2021

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.

Adapting to the current market conditions 24.08.2021

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.

Changes in the workplace and Liz Claman on an illustrious career 17.08.2021

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 t...

How 529 Plans Work Plus Market Insights 10.08.2021

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.

Long-Term Planning 27.07.2021

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.

Jim Rogers on What is Driving the Market 20.07.2021

On this episode of The Lebenthal Report our guest is legendary investor and financial commentator, Jim Rogers.

Insights on Infrastructure, REITs and ETFs 13.07.2021

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.

Mid-Year Market Review 06.07.2021

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.

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