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 #89: Trust and Estate Update with Harold Bollaci

This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost twenty years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in-depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They also answer some of the more prominent questions from our clients and listeners. To contact Harold for your estate planning questions or needs please visit Bollacilaw.com.

 Check out this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!

The Lebenthal Report Episode #88: 2023 Outlook with Lauren Goodwin

This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook for 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth versus value and where the opportunities lie in US equity versus International equity.

Lauren Goodwin, CFA, is an Economist and Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star of Wall Street.  Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for her firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s. (newyorklifeinvestments.com)

This must-listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!

The Lebenthal Report Episode #87: Secure Act 2.0- How the New Retirement Rules May Affect You with Roberta Eckert

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics. 

Michael, Dominick and Roberta discuss the new provisions within the Secure Act 2.0. They breakdown how the new retirement rules may affect you and what you need to know going forward to 2023 and beyond. For more information on the New Secure Act 2.0, please contact your financial advisor.

The Lebenthal Report Episode #86: Talking Film with Ty Burr

This week on The Lebenthal Report we are excited to welcome Ty Burr. Ty Burr was a film critic and pop culture columnist for The Boston Globe for two decades, from 2002 to 2021. He currently writes “Ty Burr’s Watch List” (tyburrswatchlist.substack.com), a popular e-newsletter for movie and TV recommendations—including streaming ones—and cultural commentary. He is the author of the critically acclaimed books Gods Like Us: On Movie Stardom and Modern Fame (2013) and The Best Old Movies for Families: A Guide to Watching Together (2007), and the e-book The 50 Movie Starter Kit: What to Know if You Want to Know What You’re Talking About (2013). 

During the 1980s, he programmed movies for HBO/Cinemax. As a senior writer and editor for Entertainment Weekly throughout the 1990s, he wrote reviews and features and oversaw the magazine’s initial coverage of, and forays into, the Internet and new media. A member of the National Society of Film Critics and the Boston Society of Film Critics, Ty teaches courses in film and criticism at Boston University and Emerson College. In 2017, he was a finalist for the Pulitzer Prize in Criticism.

Check out this fun interview on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!