The Lebenthal Report

In case you missed it, check out this informative audio-only episode of The Lebenthal Report, where Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achie...

In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. This week, Michael and Dominick welcome back Bill McManus from Hartford Funds to discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, shares his nearly 20 years of experience in financial services, offering valuabl...

On the latest audio-only episode of The Lebenthal Report, Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people witho...

This week on The Lebenthal Report, Michael and Dominick welcome back Bill McManus from Hartford Funds as they discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, brings nearly 20 years of experience in financial services to the conversation. Learn about the impact of exercise, sleep, stress management, di...

In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New York Life and Investments, joins to discuss the specific challenges women face in managing finances and the crucial role of financial literacy. They delve into the importance of...

In case you missed it... check out this informative encore episode of The Lebenthal Report, where Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free information to clients, assisting them in locating facilities for appropriate care and housing decisions. Together, they delve into the critical topic of planning for aging an...

This week on the Lebenthal Report, Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New York Life and Investments, joins to discuss the specific challenges women face in managing finances and the crucial role of financial literacy. They delve into the importance of empowering women to join the financial industry an...

On the latest episode of The Lebenthal Report, Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free information to clients, assisting them in locating facilities for appropriate care and housing decisions. Together, they delve into the critical topic of planning for aging and senior care. They explore the financial implicati...

In this episode of the Lebenthal Report, join hosts Michael and Dominick as they welcome special guest Karen Svendsen, an esteemed attorney at Long Tuminello, LLP. Together, they delve into crucial financial topics, spanning from planning and security to the intricate details of divorce. Karen brings her expertise to discussions about asset division strategies and the importance of updating life i...

This week on the Lebenthal Report, we welcome Dr. John Berger, PhD, an environmental science and policy specialist, author, and journalist, to delve into the critical issue of climate change. With his expertise, Dr. Berger discusses his background and current role, shedding light on his recent publication addressing climate change solutions. As the conversation unfolds, Dr. Berger shares insights...

This week on the Lebenthal Report, Dominick and Michael welcome special guest Michael Logalbo, known as Macro Mike, a global market strategist at New York Life Investments. The trio engages in a candid exploration of market dynamics and economic trends, navigating the intricacies of the current macro landscape. They analyze minimal market losses despite negative news and pressure on bonds from int...

In this insightful encore episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. The team tackles the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. Where they dive into a detailed review of upcoming changes in Secure Act 2.0 an...

In case you missed it.. tune into this encore episode of The Lebenthal Report, where Michael and Dominick delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring th...

In this insightful episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. The team tackles the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. Where they dive into a detailed review of upcoming changes in Secure Act 2.0 and the e...

In this riveting episode of The Lebenthal Report, hosts Michael and Dominick engage in a dynamic discussion covering pivotal topics such as the stock market, economy, and financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the robust economy and the Federal Reserve's measured approach to interest rates, create a thought-provoking dialog...

In this week's installment of The Lebenthal Report, join Michael and Dominick as they delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of comp...

Tune in to this encore episode of The Lebenthal Report where August Research CEO John Eade joins Michael and Dominic for a dynamic discussion on the economy and the AI sector. The conversation ended positively with an optimistic outlook for 2024. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. Discover the future impact of AI on various sec...

In case you missed it.. Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolutions, and financial insights with Harold in this impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and health...

Tune in to the latest episode of The Lebenthal Report! August Research CEO John Eade joins Michael and Dominic for a dynamic discussion on the economy and the AI sector. The conversation ended positively with an optimistic outlook for 2024. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. Discover the future impact of AI on various sectors a...

This week on The Lebenthal Report Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolutions, and financial insights with Harold in this impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips. Un...

Will Add

In the latest episode of The Lebenthal Report, hosts Michael and Dominick, along with guest Sean McLeod, CFA, Portfolio Manager, and Vice President at Dana Investment Advisors, explore the financial landscape. The discussion begins with an analysis of the recent interest rate drop and its links to a market rebound, while expressing concerns about inflated rate expectations. Sean McLeod adds valuab...

In this episode of The Lebenthal Report, hosts Dominick and Michael are joined by special guest William (Bill) Roach from Macquarie Investment Management, adding a wealth of knowledge to our exploration of market dynamics and investment strategies. Together, they delve into the recent market downturn, discussing the shift from large cap stocks and stressing the significance of diversified portfoli...

On the latest episode of The Lebenthal Report, Michael & Dominick bring you a can't-miss November Market update! They tackle essential subjects like the economy, financial planning, and market trends, offering in-depth discussions on Federal Reserve interest rates, market performance, consumer spending, credit card debt, and government debt. Tune in for valuable insights on how headline risk plays...

This week, on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients...