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 #150: John Lee Hooker Jr.'s Journey

On this noteworthy episode of The Lebenthal Report, hosts Michael Hartzman and Dominick Tavella welcome acclaimed blues musician and author John Lee Hooker Jr. to the show. John shares insights from his compelling new book, offering a deep dive into his journey through music, life, and personal redemption. He discusses the inspirations behind his writing, the lessons he's learned along the way, and the impact of his legendary father, John Lee Hooker, on his career.

Tune in for an engaging conversation filled with wisdom, resilience, and the power of storytelling. Plus, find out where you can purchase his book and get your own copy of this remarkable memoir.

Don't miss this inspiring episode of The Lebenthal Report!

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 #147: Breaking Down the Job Market

On this episode of The Lebenthal Report, Michael and Dominick welcome back guest Scott Passeser. Scott is an accomplished executive recruiter with extensive experience hosting Jobline on News 12 and Radio Jobline on LI News Radio. Together, they discuss the current state of the job market and economy, including the impact of job numbers, market performance, and mass deportations. They dive into the importance of networking, the need for more women in financial services, and how hybrid work is reshaping the workplace. Tune in for expert insights, candid conversations, and maybe even a few unexpected laughs along the way!

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).

The Lebenthal Report Episode #142: Election Economics

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.

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).