Episode two of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Jonathan Mackay, an Investment Strategist at Schroders. Jordan Kimmel will then join the show to speak with Barry Ritholtz, the Co-Founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC.
Announcing Our New Podcast: The Lebenthal Report
We are excited to announce our new podcast, The Lebenthal Report!
The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella, Michael Hartzman and Jordan Kimmel will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 5pm Eastern Time/2pm Pacific Time on the VoiceAmerica Business Channel.
Prudential Zoom Call
Back by popular demand, we had Dr. Quincy Krosby, Chief Market Strategist at Prudential, join us on December 1, 2020 for a post-election market update via Zoom. We enjoyed hearing her well informed and common sense view of the country and the world. She is calling her presentation "Closing in on the Other Side". You can listen to the recording on Youtube here.
Invesco Zoom Call Summary
Wednesday, October 7th we were lucky enough to have Brian Levitt, Global Market Strategist at Invesco, speak to our clients via Zoom call. His presentation, ‘10 Truths No Matter Who Wins the Election’, was very informative and we encourage you to listen to it if you have the chance. Click the image below to watch the full presentation. The passcode is Lebenthal2020! The slides can also be seen here.
Hartford Funds Webinar Summary
On Thursday, May 21st Bill McManus of Hartford Funds spoke to our clients about ‘Maintaining Perspective in a Crisis’. Please find his presentation below.
Urgent Communication Required by New York State to Insurance Policy/Contract Holders
Dear Clients,
It has come to our attention that recent amendments to insurance and banking regulations have extended grace periods and given you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further.
This applies to all insurance policies, not just policies purchased through us.
We hope that you and your family are doing well and staying safe during this time.
Sincerely,
Lebenthal Financial Services, Inc.
'The Financial Aspects of Covid-19'
Michael has a new article in the latest issue of 50+ Lifestyles. You can view the full issue here.
J.P. Morgan Conference Call Summary
On April 15th we had another conference call and webinar for Lebenthal clients where we got to hear the perspective of J.P. Morgan Vice President and Global Market Strategist Alex Dryden. During his presentation, Alex referenced the following slides that we’d like to share with you.
Make sure you’re on our mailing list so you don’t miss the next conference call. We have another one we will be announcing soon!
