The Lebenthal Report Episode #152: Making Cents of 529 Plans

On this episode of The Lebenthal Report, we welcome back Kristia Adrian, Executive Director, 529 Specialist at JP Morgan Asset Management, who brings her expertise in education savings strategies. Michael, Dominick, and Kris dive deep into 529 college savings plans—breaking down their benefits, recent financial aid updates, and how they fit into your long-term education planning. Plus, they discuss college visits, what families should consider when choosing a school, and market trends affecting investments. Don’t miss this insightful discussion!

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 #151: Small Biz, Big Worries

This week on The Lebenthal Report, we take a deep dive into market trends, small business confidence, and the latest fluctuations in the CEO Confidence Index with special guest Jeff Oak from Vistage. With CEO sentiment experiencing a dramatic rise in December followed by a sharp decline in February, we explore what’s driving this volatility and what it could mean for the broader economy. We also discuss the impact of government policies, job cuts, and tariffs on small businesses—the backbone of job creation in the U.S.

Exciting news! Jeff will now be joining us quarterly to provide expert analysis on the CEO Confidence Index, helping us track the evolving business landscape. Be sure to tune in to hear his next update in April!

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 #149: Markets, Tariffs and Trades—Oh My!

From Black Swan events and Trump’s tariffs to Bitcoin’s future and AI in biotech—this week’s episode of The Lebenthal Report has it all. Returning guest Michael "Macro Mike" LoGalbo brought his expertise on geopolitical risks, inflation, and investment strategies. The discussion covered market volatility, the potential impact of stock buybacks, the rise of sovereign wealth funds, and how investors can navigate uncertainty with gold, oil, and Bitcoin. Don’t miss this deep dive into the forces shaping today’s global economy!

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 #148: AI (Artificial Intelligence): Fact or Fiction

This week on The Lebenthal Report, Michael and Dominick welcomed Amanda Gallagher, Managing Director, Global Head of Data and Tech Solutions at New York Life Investments, for an in-depth discussion on AI’s growing influence in finance, medicine, cybersecurity, and beyond.

Together they analyzed the market’s performance in January and debated the impact of Deep Seek, a Chinese AI company claiming to revolutionize the field with low-cost, energy-efficient generative AI.

They also explored AI’s role in investment strategies, market efficiency, and the potential risks and rewards in various industries. This episode is sure to help you stay ahead of the curve with expert insights into AI’s impact on investing and the market.

Catch the full episode now!

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 #146: 2025 Estate Planning Playbook

On our first episode of 2025, Michael and Dominick welcomed back a client favorite, Harold A. Bollaci, esteemed attorney specializing in estate planning, elder law, and asset protection strategies. The episode dives into critical financial and legal topics, including updates to state tax laws, market performance in 2024, and the potential impact of a new administration's policies. The discussion emphasized the importance of regularly reviewing and updating estate planning documents, such as wills, trusts, healthcare proxies, and beneficiary designations, to reflect current wishes and circumstances. Strategies for mitigating estate taxes were explored, including annual gifting and the use of trusts, with a focus on special needs trusts for beneficiaries with specific requirements. The team also delved into the distinctions between revocable and irrevocable trusts, Medicaid implications, and asset protection strategies to avoid government clawbacks. The episode concluded with actionable advice for listeners and plans for future collaboration with legal experts.

For more information, please contact Harold Bollaci, P.C. at (516) 538-9700.

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 #145: 2024 in Review and Looking Ahead to 2025

The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, monitoring geopolitical risks, and exploring opportunities in healthcare and small to medium-sized US companies. Looking ahead, they stressed the importance of adapting portfolios to evolving economic trends and Federal Reserve policies.

Thank you for tuning in to The Lebenthal Report throughout the year. We are optimistic about 2025 and encourage our listeners to approach the new year with confidence and a clear financial plan.

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 #144: Trump, Tariffs and Taxes

This week on The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, "America First" policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They also emphasized retirement plan composition, adapting portfolios to navigate the shifting political and economic landscape, and the importance of addressing the national debt and monitoring consumer spending.

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 #143: The Artist Journey

On this episode of The Lebenthal Report, Michael and Dominick welcome award-winning graphic novelist, painter, and frequent cover artist for The New Yorker, Eric Drooker. Together they dive into the unique struggles successful artists face, from the pressures of fame and wealth to the pursuit of true fulfillment. Using examples like Rauschenberg, Rosenquist, and Kerouac, they discuss how legacy often lies not in material success but in giving back through art, mentorship, and philanthropy. Plus, Eric shares insights on his iconic New Yorker covers and the economic realities shaping modern artistry.

Don’t miss this thought-provoking discussion of art, success, and purpose. Learn more about Eric or shop his graphic novels and prints at Drooker.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 (www.brokercheck.finra.org).