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...

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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

Discussions on women in finance and commercial real estate 29.06.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.

Business in a post-pandemic world 22.06.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Ron Koenigsberg, President of American Investment Properties. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.

Corporate Governance & Economic Drivers 15.06.2021

On this episode of The Lebenthal Report, Michael Hartzman speaks with James Black II, Partner at Silverman Acampora LLP. Jordan Kimmel then joins the show to speak with Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management.

Perspective on the Financial Markets and the Economy 08.06.2021

Perspective on the Financial Markets and the Economy with Dr. Quincy Krosby, Chief Market Strategist for Prudential | The Lebenthal Report Episode #22 On this episode of The Lebenthal Report, Dr. Quincy Krosby, Chief Market Strategist at Prudential joins the show to speak with Dominick Tavella and Michael Hartzman.

Rebalancing your portfolio: What that means 01.06.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.

Where value is seen now in municipals and using factors to rank 25.05.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with returning guest Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Paul Henneman, President of ValuEngine.

Tax law changes explained and value/growth factor analysis 18.05.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bennet Grutman, Partner at Davis & Grutman, LLP. Jordan Kimmel then joins the show to speak with Edward Matluck, President of Hedgemetrics, Inc.

Discussion of the global picture and inside ETFs 11.05.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Leila Heckman, Ph. D., Senior Managing Director DCM Advisors. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine Herb Blank.

What is driving the markets – the big picture 04.05.2021

What is driving the markets – the big picture with Jeremy Schwartz and Jeffrey Hirsch | The Lebenthal Report Episode #17 On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with WisdomTree's Global Head of Research Jeremy Schwartz. Jordan Kimmel then joins the show to speak with returning guest Jeffrey Hirsch the President of the Hirsch Organization and Editor in C...

Emerging opportunities and sustainable investing 27.04.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds. Jordan Kimmel then joins the show to speak with Morningstar's head of sustainability research Jon Hale, Ph. D., CFA.

Estate Planning and Investing in Dividends 20.04.2021

On this episode of The Lebenthal Report, returning guest Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation, speaks with Dominick Tavella and Michael Hartzman. Jordan Kimmel then joins the show to speak with John Dobosz, the deputy editor of investing content for Forbes Media.

On the Markets with Professor Jeremy Siegel (Part 2 of 2) 13.04.2021

On this episode of The Lebenthal Report, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with professor, investment professional and author, Jeremy Siegel.

Subtle Trends in the Market 06.04.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Philip Blancato, the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Jordan Kimmel then joins the show to speak with MarketWatch columnist Howard Gold.

A Look at the Real Economy and Small Business Loan Demand 30.03.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show to speak with Barry Sloane, the President, Chairman and CEO of Newtek Business Services Corp.

Deep dive into Fundamentals and Economic Factors 23.03.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with 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.

A Long and Short-Term View of the Economy 16.03.2021

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. Jordan Kimmel then joins the show to speak with Hazel Henderson D.Sc. Hon., FRSA, Founder and CEO of Ethical Markets Media, Certified B Corporation.

On the Markets with Professor Jeremy Siegel (Part 1 of 2) 09.03.2021

On this episode of The Lebenthal Report, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with professor, investment professional and author, Jeremy Siegel.

Life and times of legendary investor Jim Rogers 02.03.2021

Legendary investor Jim Rogers shares life lessons and stories with Lebenthal's team. While Jim's returns and successes are well known, you know that is never what Jim likes to talk about. We have dedicated this full episode to Jim's background and what helped create the immense success and timely market calls. Jim also shares his views on the current market conditions as well as a peak into the fu...

Market strategies and education 23.02.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with Charles Rotblut, a Vice President with the American Association of Individual Investors.

Global market insights and Almanac discussion 16.02.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with David Lebovitz, a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan Kimmel then joins the show to speak with Jeffrey Hirsch the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.

Deep Dive on Bonds and Managing Portfolio Risk 09.02.2021

A Deep Dive on Bonds with Gregory Serbe and Managing Portfolio Risk with Aaron Brown - On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Gregory Serbe the senior portfolio manager for the DCM Advisors U.S. Municipal Bond strategy. Jordan Kimmel then joins the show to speak with Aaron Brown the former managing director and head of financial market research at...

Fundamentals Matter 02.02.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman discuss GameStop, retail investors vs Wall Street titans. Jordan Kimmel then joins the show to speak with the legendary investor Louis Navellier.

Investing for income and estate planning to keep it 26.01.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation. Jordan Kimmel will then join the show to speak with Peter C. Kenny the renowned global market strategist and investor.

Change in America 19.01.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Jonathan Mackay an Investment Strategist at Schroders. Jordan Kimmel will then join the show to speak with Barry Ritholtz the Co-Founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC.

A Look Ahead to 2021 | The Lebenthal Report Premier Episode #01 12.01.2021

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Mary Lisanti, the President and Portfolio Manager of Lisanti Capital Growth. Jordan Kimmel will then join the show to speak with Chief Investment Strategist Sam Stovall.

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