The Lebenthal Report Episode #7: Market Strategies and Education

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Episode seven of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with John Eade, the President of Argus Research Corporation. Jordan Kimmel then joins the show to speak with Charles Rotblut, a Vice President with the American Association of Individual Investors.

The Lebenthal Report Episode 6: Global Market Insights and Almanac Discussion

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Episode six of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with David Lebovitz, a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jordan Kimmel then joins the show to speak with Jeffrey Hirsch, the President of the Hirsch Organization and Editor in Chief of the Stock Trader's Almanac.

The Lebenthal Report Episode #5: Deep Dive on Bonds and Managing Portfolio Risk

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Episode five of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Gregory Serbe, the Senior Portfolio Manager for the DCM Advisors U.S. Municipal Bond Strategy. Jordan Kimmel then joins the show to speak with Aaron Brown, the former Managing Director and Head of Financial Market Research at AQR Capital Management and the well-known author of "Red-Blooded Risk" and "The Poker Face of Wall Street," and a co-author of "A World of Chance."

The Lebenthal Report Episode #3: Investing for Income and Estate Planning to Keep It

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Episode three of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation. Jordan Kimmel then joins the show to speak with Peter C. Kenny, the renowned global market strategist and investor.

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Announcing Our New Podcast: The Lebenthal Report

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We are excited to announce our new podcast, The Lebenthal Report!

The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella, Michael Hartzman and Jordan Kimmel will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 5pm Eastern Time/2pm Pacific Time on the VoiceAmerica Business Channel.

Prudential Zoom Call

Back by popular demand, we had Dr. Quincy Krosby, Chief Market Strategist at Prudential, join us on December 1, 2020 for a post-election market update via Zoom. We enjoyed hearing her well informed and common sense view of the country and the world. She is calling her presentation "Closing in on the Other Side". You can listen to the recording on Youtube here.