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 #93: The Banking Crisis with Jack Manley from J.P. Morgan

This week on The Lebenthal Report we are excited to welcome guest Jack Manley. Jack is Executive Director and Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets. Jack’s feature on the Lebenthal Report could not come at a better time. He helps us make sense of the current banking crisis and how to discuss the crisis with our clients.

Jack is also a frequent guest on CNBC, Bloomberg, BNN and other financial news outlets and is often quoted in the financial press. Jack joined J.P. Morgan in 2013 as a member of the Asset Management Strategy and Business Development Team, where he worked on various strategic initiatives across the firm. (jpmorgan.com)

This episode is not to be missed. Now available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

The Lebenthal Report Episode #91: Simplifying 529 with Kris Adrian from J.P. Morgan

This week on The Lebenthal Report we welcome back returning guest Kristia Adrian. Kristia "Kris" Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout the country to educate clients and advisors on college planning and the Advisor-Guided 529 Plan using College Planning Essentials.

Previously, Kris was an Internal Client Advisor for over a decade with J.P. Morgan Asset Management building advisory relationships with independent broker-dealers. She started her career in 2001 as an independent advisor with Royal Alliance Associates, focused on high-net-worth clients and estate planning. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus, OH.

On the podcast, Kris helps navigate a simplified explanation of 529 with Michael and Dominick. Tune into this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify.

The Lebenthal Report Episode #90: A View of the Market from J.P. Morgan’s David Lebovitz

On the latest episode of The Lebenthal Report, we welcome back Managing Director and Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. On this episode, Michael, Dominick and David discuss the view of the market forecast going forward and also give an update on the current market. Tune into this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify.

The Lebenthal Report Episode #46: A Look Ahead to 2022

Episode forty six of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with special guest Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management.

The Lebenthal Report Episode #30: How 529 Plans Work Plus Market Insights

Episode thirty of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Kristia Adrian, Vice President and 529 Specialist for J.P. Morgan Asset Management. Jordan Kimmel then joins the show to speak with Chief Investment Strategist Sam Stovall.

The Lebenthal Report Episode 6: Global Market Insights and Almanac Discussion

Episode six of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with David Lebovitz, a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan Kimmel then joins the show to speak with Jeffrey Hirsch, the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.