💵✨ 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!
This week on The Lebenthal Report we welcome back returning guest John Eade. John Eade is CEO and President of Argus Research Corporation. He has been with Argus since 1989 and has worked as an analyst, director of research, market strategist, and director of portfolio strategies at the firm. He has an MBA in finance from New York University's Stern School of Business and a Bachelor's degree in journalism from Northwestern University's Medill School of Journalism. He has been involved with Argus's new product development team, which has kept the company at the forefront of the independent research industry. He is a founder and board member of the Investorside Research Association, an industry trade organization. He is also a member of the New York Society of Security Analysts and the CFA Institute. He has been interviewed and quoted extensively in The New York Times, The Wall Street Journal, Forbes, Time, Fortune and Money magazines and has been a frequent guest on Fox Business News, CNBC, CNN, CBS News, ABC News and the Bloomberg Radio and Television networks.
On this week's episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman share an update on the markets.
On this week’s Lebenthal Report we welcome CEO of DCM Advisors, Marc Rappaport. Marc spent twelve years with Alpine Woods Capital Investors where, as chief architect of the retail funds and distribution, he helped grow Alpine’s assets under management from under $1 billion to over $12 billion in just two years. Previous to that he spent four years at Pioneer Investments, broadening distribution and helping the firm grow from $18 billion to over $60 billion. Preceding this Marc was at Prudential for over seven years in a variety of sales and marketing roles, including as National Sales Marketing Manager, Mutual Funds at Prudential Securities. He joined DCM Advisors in 2019 as CEO, overseeing the firm's investment management, private wealth, sales, marketing and communications departments. Bringing over three decades of experience in senior investment roles.
Episode forty eight of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman sit down with John Eade of Argus Research to discuss inflation and recent market volatility.
Episode forty four of The Lebenthal Report is now available! On this episode, Dominick Tavella and special guest co-host Philip Blancato, the President and Chief Executive Officer of Ladenburg Thalmann Asset Management, discuss the markets, industries and global economy.
