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.
The Lebenthal Report Episode #137: The World View on Investing
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!
The Lebenthal Report Episode #135: RMDs Explained
Catch up on the latest episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insights on how these changes could impact your financial planning and retirement strategy!
The Lebenthal Report Episode #133: Workplace Evolution with Sarah Lieberman
This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early retirement, the trend of older workers setting their terms, and the rising popularity of work-from-home arrangements. Join them as they navigate the complexities of modern workspaces and how organizations can adapt to meet the needs of their diverse workforce. Tune in to discover how these changes could shape the future of work and impact your career!
Mark your calendars! We're starting to plan for our next Client Brunch and Market Update which will take place Saturday, May 11, 2024.
The Lebenthal Report Episode #108: A Jolly Outlook with Jake Jolly
In this episode of The Lebenthal Report, your hosts Michael Hartzman and Dominick Tavella are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions, and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and engaging conversation with seasoned experts in the field. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.
The Lebenthal Report Episode #107: Medicare 101 with Keith Chatel
Join us for this insightful episode of The Lebenthal Report where Michael and Dominick discuss the ins and outs of Medicare with seasoned expert, Keith Chatel. Keith has spent decades helping individuals make sense of the complex world of healthcare coverage. Whether you are approaching retirement age or already enrolled in Medicare, this conversation is not to be missed. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts.
The Lebenthal Report Episode #97: Psychology of Brand Love
This week on The Lebenthal Report we welcome Dr. Aaron Ahuvia, PhD. Dr. Ahuvia, author of The Things We Love: How Our Passions Connect Us and Make Us Who We Are, discusses the psychology behind brand love and customer loyalty. Michael, Dominick and Dr. Ahuvia consider the difference between value and love, and ask the question, "What can a company do right to create that value proposition?" They also touch on how the psychological aspects behind this can help the company raise stock. You will LOVE this informative episode, available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!