The Lebenthal Report Episode #127: Practical Planning for Aging with Grace

On the latest episode of The Lebenthal Report, Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps 4 Seniors, LLC. Next Steps 4 Seniors provides free information to families, assisting them in locating facilities for appropriate care and housing decisions.

Together they examine the financial implications, personal limitations, and solutions surrounding senior care planning. From discussing the impact of rising interest rates on the economy to sharing insights on the challenges of qualifying for Medicaid, they leave no stone unturned. Tune in for expert insights, valuable discussions, and actionable advice on how to navigate the complexities of senior care planning.

The Lebenthal Report Episode #126: Asset Division-- Insights for Divorcing Couples

On this episode of The Lebenthal Report, hosts Michael and Dominick 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 insurance beneficiaries post-divorce. Dive into their insights on the impact of rising interest rates on loans and the complexities of negotiating QDROs during divorce proceedings. This episode emphasizes the necessity of full financial disclosure, the pivotal role of tax advisors, and the critical need for regular beneficiary updates. Whether you are navigating divorce or aiming to safeguard your financial future, don't miss this informative episode.

The Lebenthal Report Episode #124: Macro Lens on Markets

This week on The Lebenthal Report, Michael and Dominick welcome special guest Michael Logalbo, also known as "Macro Mike", a global market strategist at New York Life Investments. The trio explores market dynamics and current economic trends, navigating the intricacies of the current macro landscape.

They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest rates by year-end. Additionally, they weigh in on the strength of the US economy amidst global uncertainties, discussing indicators of a potential economic slowdown and the tightening lending policies impacting banks.

Listen now for a captivating discussion on market unpredictability, recession predictions, and the transformative potential of the AI subsector within the technology industry.

The Lebenthal Report Episode #122: A Recession to the Election with Phil Blancato

On the latest episode of The Lebenthal Report, hosts Michael and Dominick discuss important topics such as the stock market, the economy, and their financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue.

The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. Together they explore recession impacts on the US economy and consumer spending, providing insights into potential challenges and the importance of rational decision-making. They also touch on the tech market's economic impact, interest rates, inflation, and market manipulation.

This episode is a must-listen for anyone seeking a well-rounded understanding of current financial dynamics and future trends during this crucial period from recession to the election. Don't miss out on this timely discussion!

The Lebenthal Report Episode #118: 2023 Wrap-up and 2024 Outlook

In our final episode of the year, Michael and Dominick conduct a comprehensive review of market performance in 2023, oscillating between skepticism and optimism. They delve into the contrasting growth of major indices, dissect the surprising economic stability in the face of earlier recession fears, and reflect on the unexpected resilience of the banking sector. The conversation spans critical topics, including the 2024 Fed rate cut concerns, the intricate dance between interest rates and consumer behavior, and the anticipation of an economic soft landing. The duo wraps up by sharing their investment strategies, exploring sector performances, and offering insights into what the future may hold for investors in 2024. 

The Lebenthal Report Episode #117: A Peek at Dividend Stocks

On 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 also expressing concerns about inflated rate expectations. Sean adds valuable insights on market evolution and strategic considerations, and emphasizes the resilience of diverse industries--including gaming, telecom, tech and healthcare. The conversation also touches on the importance of dividend stocks, and crucial financial aspects like earnings and GDP outlook. The episode concludes with an introduction to Dana's services. Don't miss this insightful guide to navigating the complexities of the financial landscape.

The Lebenthal Report Episode #115: November Market Update

On the latest episode of The Lebenthal Report, Michael and 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 a crucial role in financial planning and market strategies. Stay well-informed and ready for any market fluctuations! Don't let this insightful update pass you by!