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

Episodes

Market Update with Dominick Tavella & Michael Hartzman 02.08.2022 55:17

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

Continuing the Conversation with Coach Ray Scott 26.07.2022 56:35

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....

The Changing Landscaping of IRA Withdrawals 19.07.2022 56:31

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 Universi...

The Lebenthal Report - July 12th, 2022 12.07.2022 56:54

A Conversation with NBA Trailblazer Coach Ray Scott 05.07.2022 56:03

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...

Encore A Global Perspective from Schroders 28.06.2022 55:34

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...

A Global Perspective from Schroders 21.06.2022 55:34

Brief History of Bear Markets 14.06.2022 56:27

Market Update with Jake Jolly 07.06.2022 56:08

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 M...

Financial Fraud, Scams & Elder Abuse | The Lebenthal Report 24.05.2022 55:50

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...

Market Update with Michael & Dominick 10.05.2022 56:02

What's Moving Small Caps 03.05.2022 54:52

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.

Potential Bite of State Estate Taxes 19.04.2022 54:22

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.

Market Update with Dominick Tavella & Michael Hartzman 12.04.2022 37:18

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

Talking Tech with Jim Kelleher | The Lebenthal Report 05.04.2022 54:33

Mortgages 101 with David Lykken | The Lebenthal Report 29.03.2022 50:00

On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with David Lykken and discuss the state of mortgages.

Deep Dive into Banks | The Lebenthal Report 55 22.03.2022 56:40

On this week of The Lebenthal Report, Dominick Tavella and Michael Hartzman sit down with Eric Wagoner of Lebenthal Financial Services.

Market Perspective with Lauren Goodwin of NY Life 15.03.2022 56:15

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.

Market Update with Michael & Dominick 08.03.2022 56:35

On this week of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss what is going on in the market.

The Lebenthal Report Tuesday, March 1, 2022 01.03.2022 55:46

Practical Perspective to Volatility 22.02.2022 56:12

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman speak with Bill McManus, the Managing Director Applied Insights for Hartford Funds.

ESG Investing with Laz Tiant 08.02.2022 58:38

On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with Investment director Laz Tiant of Schroders to discuss ESG (Environmental, Social, and Governance) investing.

Michael Hartzman & Dominick Tavella on Asset Allocation 01.02.2022 55:45

In Episode 50 of The Lebenthal Report, Michael Hartzman & Dominick Tavella discuss allocating client portfolios.

The Lebenthal Report Tuesday, January 25, 2022 25.01.2022 55:57

John Eade on Inflation & Market Volatility 18.01.2022 55:08

On this episode of The Lebenthal Report, Dominick Tavella & Michael Hartzman sit down with John Eade of Argus Research to discuss inflation and recent market volatility.