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 #104: Dana Investments Mid-Year Update

On this episode of The Lebenthal Report, we delve into a comprehensive mid-year market update. Michael and Dominick are joined by expert guest, Greg Dalhman, CFA, Senior Vice President and Portfolio Manager from Dana Investment Advisors. Greg provides listeners with valuable insights into the latest trends, shifts, and developments shaping the global market landscape. Tune in to hear a breakdown of key sectors, performance indicators, and emerging opportunities that have defined the first half of the year. Whether you're an investor, a business owner, or simply curious about the economic outlook, this episode equips you with the knowledge and strategies to navigate the rest of the year successfully. Now available on VoiceAmerica, YouTube, Spotify and Apple Podcasts.

The Lebenthal Report Episode #102: Feeling Bullish or Bearish with John Eade

In this audio only, power-packed podcast episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Michael is joined by accomplished financial expert, John Eade from Argus Research, and they delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to navigate turbulent times. Whether you're a seasoned investor or just getting started, this episode equips you with expert insights to thrive in any market condition. Tune in for an eye-opening discussion!