asset allocation

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 #75: Looking Ahead to the 4th Quarter 2022

This week on the Lebenthal Report we welcome back guest co-host Philip Blancato. Philip Blancato is the President and CEO of Ladenburg Thalmann Asset Management and Chairman of the Ladenburg Investment Policy Committee. He also serves as a member of the Boards of Directors for affiliated companies: Ladenburg Thalmann & Co. Inc., Investacorp, Inc., Triad Advisors LLC, Premier Trust, Securities America, Inc., KMS Financial, Inc. and Securities Service Network, Inc. Philip is a thirty year veteran of the financial services industry with a specialized knowledge of portfolio and risk management, asset allocation, and macro-economic theory as well as constructing and implementing seamlessly integrated platforms of fee-based solutions. Dominick and Michael discuss with Philip recent market movements and looking ahead towards the last quarter of the year. 

The Lebenthal Report Episode #50: Michael Hartzman & Dominick Tavella on Asset Allocation

Episode fifty of The Lebenthal Report is now available! On this episode, Michael Hartzman and Dominick Tavella discuss allocating client portfolios.