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 #125: Charting a Sustainable Future

This week on The Lebenthal Report, we welcome Dr. John Berger, PhD, an environmental science and policy specialist, author, and journalist, to delve into the critical issue of climate change. With his expertise, Dr. Berger discusses his background and current role, shedding light on his recent publication addressing climate change solutions. As the conversation unfolds, Dr. Berger shares insights on how climate change might impact the market, advocating for urgent action. Michael and Dominick discuss the future of investing in clean energy, highlighting the potential for growth and innovation in sustainable technologies. From renewable energy projects to green infrastructure initiatives, the dialogue explores avenues for progress in addressing climate challenges. For more insights, information, and where to buy Dr. Berger’s book, check out his website: www.johnjberger.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).