💵✨ January is Financial Wellness Month! ✨💵
After the hustle and stress of the holidays, it’s the perfect time to slow down and focus on your financial health. Let’s start the year strong by:
✔️ Reflecting on how you earn, spend, save, and invest.
✔️ Setting smart goals to prepare for a prosperous year ahead.
✔️ Building healthy habits to keep your finances on track all year long.
Take control of your finances today and set the stage for a successful year ahead!
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.
On this episode of The Lebenthal Report, Dominick and Michael dive into the unpredictable landscape of the U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes.
On the latest episode of The Lebenthal Report, Michael and Dominick welcome back Jon Mackay, Head of Wealth at Schroders. Together they dive deep into the recent market fluctuations, unpacking how a weakening economy and the potential for a recession are stirring up volatility. They discuss the Federal Reserve's anticipated interest rate cuts, with Jon forecasting five cuts this year, including a 25 basis point cut in January. Could we see a more significant 50 basis point cut if inflation rises and employment weakens? Tune in to find out!
On the latest episode of The Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality investments. James shares insights on opportunities in Japan and emerging markets, emphasizing diversification and caution in the current economic climate. They also touch upon how the investment team will monitor the performance gap between cap-weighted and equal-weighted S&P 500 for potential rebalancing opportunities. Don’t miss this episode that is ‘stock-full’ of valuable perspectives and knowledge.
On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil industries, and the changing consumer landscape's impact on supply chains. The team also evaluates deglobalization effects, companies benefiting from consumer behavior changes, small modular nuclear reactors, and government policies on energy industries. Don't miss this episode for expert insights to stay ahead in a rapidly changing world.
Michael was a guest on Scott Passeser's Radio Jobline last week and discussed the current job market and economy, stock market trends, insights from the recent Fed meeting, NVDA's stock split, interest rates, and election-related fears affecting investors. Check it out!
In this insightful episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. They tackle the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. They also dive into a detailed review of upcoming changes to the Secure Act 2.0 and the effects on 529 plans and state tax implications. The team unpacks the ROTH conversion feature, 529 plan flexibility, and the benefits of early investment strategies.
Don't miss out on this comprehensive recap on rising education costs, financial aid, and innovative solutions for education planning!
To access even more valuable information in preparing for your child's academic journey, check out JP Morgan’s 2024 Education Planning Essentials Guide.