The Lebenthal Report Episode #123: Navigating New Education Savings Rules 2024

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. They tackle the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. They also dive into a detailed review of upcoming changes to the Secure Act 2.0 and the effects on 529 plans and state tax implications. The team unpacks the ROTH conversion feature, 529 plan flexibility, and the benefits of early investment strategies.

Don't miss out on this comprehensive recap on rising education costs, financial aid, and innovative solutions for education planning!

To access even more valuable information in preparing for your child's academic journey, check out JP Morgan’s 2024 Education Planning Essentials Guide.

The Lebenthal Report Episode #120: Tech and Trends with John Eade

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

Discover the future impact of AI on various sectors and get valuable investment strategies. Trust us, this episode is AI-mazing!

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 #116: Muni Bond Update

On the latest episode of The Lebenthal Report, hosts Michael and Dominick were joined by special guest William (Bill) Roach from Macquarie Investment Management, who added a wealth of knowledge to our exploration of market dynamics and investment strategies.

Together, they delved into the recent market downturn--discussing the shift from large cap stocks, and stressing the significance of diversified portfolios for robust outcomes. The conversation expanded to cover bond vigilantes and fiscal responsibility, elucidating their crucial role. The trio also provided insights into bond index performance, discussed expectations for 2024, and explored the municipal sector's outlook, offering a comprehensive perspective on navigating the complex financial landscape. 

Don't miss this nuanced discussion on market trends, fiscal responsibility, and the potential impact of Covid relief on financial stability. The episode pays homage to investment luminary Charlie Munger, reflecting on his enduring legacy.

The Lebenthal Report Episode #111: Navigating Economic Headwind

Join us for this informative episode of The Lebenthal Report as we welcome back Duane Roberts, CFA from Dana Investment Advisors. Michael, Dominick, and Duane dissect the intricate relationship between current events, market fluctuations, the specter of inflation, and their collective influence on investment decisions. Tune in for valuable insights to help you during these times. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.

The Lebenthal Report Episode #109: Infrastructure and Real Estate Investment Update

On this week’s episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, and explore the valuable insights of seasoned expert, Daniel Foley. Daniel is an Associate Portfolio Manager of CBRE Investment Management. As a member of CBRE Clarion Securities’ Global Infrastructure research team, he is responsible for evaluating listed infrastructure companies in the communications and utilities sectors globally. He has been an active member of the firm’s Global Infrastructure research team since its inception and is a Portfolio Manager of the MainStay CBRE Global Infrastructure Fund. Whether you're an experienced investor or just getting started, you won't want to miss this informative and engaging discussion. Now Available on VoiceAmerica, Youtube, Apple Podcasts and Spotify. 

The Lebenthal Report Episode #108: A Jolly Outlook with Jake Jolly

In this episode of The Lebenthal Report, your hosts Michael Hartzman and Dominick Tavella are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions, and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and engaging conversation with seasoned experts in the field. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.