Is it ever too soon to build a financial plan? Midterm election jitters, a market pullback, and why a plan matters more than the headlines.
On this week’s Lebenthal Report, recorded on Election Day, Michael Hartzman and Dominick Tavella break down October’s market pullback and why headline risk may be driving the fear. Then Andrew Gilmartin, CFP®, Director of Lebenthal Wealth Planning, walks through how a financial plan gets built, what questions to expect, and why it helps at every stage of life.
On this episode:
Why the Nasdaq fell just over 10% in October, and what the S&P 500 has historically done after midterm elections
Why the AI buildout isn’t slowing down, despite political noise
Can we really “grow our way out” of the deficit?
Why Andrew chose financial planning over investment banking
Why starting early means relying less on returns and more on your savings rate
How to organize accounts scattered across multiple custodians
Why debt and interest rates deserve more attention
How “stress test” scenarios and conservative assumptions protect your plan
Why you should review your plan at least once a year
Want a financial plan? Contact your Lebenthal advisor, or email Andrew directly at agilmartin@lebenthal.com. Lebenthal doesn’t charge a fee for financial plans and has no account minimums.
🎧 New episodes air Tuesdays at 5 p.m. ET / 2 p.m. PT on the VoiceAmerica Business Channel.
📧 Questions or comments: podcast@lebenthal.com
------
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/