The Lebenthal Report Episode #108: A Jolly Outlook with Jake Jolly

In this episode of The Lebenthal Report, your hosts Michael Hartzman and Dominick Tavella are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions, and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and engaging conversation with seasoned experts in the field. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.

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 (www.brokercheck.finra.org).

The Lebenthal Report Encore: Next Generation Investing Insights

Join us for an encore presentation of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. In this captivating episode, your hosts, Michael and Dominick, sit down with two accomplished young professionals, Jordan LeWinter and Scott Hartzman, to explore how the next generation is approaching investments. Tune in as we unravel their investment strategies, success stories, and the invaluable lessons they've learned along the way.

But that's not all! We also explored the challenges and triumphs of buying a home on Long Island. The real estate market, the coveted neighborhoods, the journey from renting to owning – it's all on the table. Michael and Dominick pose the question: Should I stay, or should I go? Whether you're a local resident or just intrigued by the Long Island lifestyle, this episode is a must-listen. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts.

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 (www.brokercheck.finra.org).

The Lebenthal Report Episode #107: Medicare 101 with Keith Chatel

Join us for this insightful episode of The Lebenthal Report where Michael and Dominick discuss the ins and outs of Medicare with seasoned expert, Keith Chatel. Keith has spent decades helping individuals make sense of the complex world of healthcare coverage. Whether you are approaching retirement age or already enrolled in Medicare, this conversation is not to be missed. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts. 

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 (www.brokercheck.finra.org).

The Lebenthal Report Episode #106: Next Generation Investing Insights

Join us in our latest episode of The Lebenthal Report where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. Michael and Dominick welcome young professionals, Jordan LeWinter and Scott Hartzman. If you are curious about how the next generation is approaching investments, we’re unraveling the strategies, success stories and lessons learned. But that's not all! We're also exploring the challenges and triumphs of buying a home on Long Island. The real estate market, the coveted neighborhoods, the journey from renting to owning – it's all on the table. Michael and Dominick pose the question: Should I stay, or Should I go? Whether you're a local resident or just intrigued by the Long Island lifestyle, this episode is a must-listen. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts.

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 (www.brokercheck.finra.org).

The Lebenthal Report Episode #105: Municipal Market Update with Megha Shrimal

On this episode of The Lebenthal Report Podcast, we're thrilled to welcome a distinguished expert in the field of municipal markets, Megha Shrimal from MacKay Shields. Megha joins Michael and Dominick as they delve into in-depth discussions about the latest municipal markets, discussing how they shape local economies, fund essential projects, and impact community growth. This essential muni market update is not to be missed! Tune in now for an enlightening conversation on VoiceAmerica, YouTube, Apple Podcasts and Spotify.

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 (www.brokercheck.finra.org).

Michael Returns to Radio Jobline

Did you miss Michael's latest appearance on Radio Jobline? He provided an in-depth analysis of our chances for a soft economic landing. Don't worry if you missed it; we've got you covered!

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.

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 (www.brokercheck.finra.org).

The Lebenthal Report Episode #103: Embracing Our Awkwardness with Henna Pryor

This week on The Lebenthal Report Michael and guest host, David Walker, welcome workplace performance expert and new author, Henna Pryor, PCC. Henna is a highly sought after workplace performance expert and an award-winning 2x TEDx and global keynote speaker, executive facilitator, and coach. Her clients call her their “secret weapon for impossible change,” an honor she wears proudly. She’s known for her science-backed approach to improving the performance, habits, and actions of hungry high achievers – in her fun, no-nonsense, no-jargon way – to move them from their first level of success to their next one. Her highly anticipated book, Good Awkward, publishes in September and is available for pre-order now. If you are ready to embrace your awkwardness don’t miss out on this captivating interview available on VoiceAmerica, YouTube, Apple Podcasts and Spotify.

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 (www.brokercheck.finra.org).