The Lebenthal Report Episode #30: How 529 Plans Work Plus Market Insights

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Episode thirty of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Kristia Adrian, Vice President and 529 Specialist for J.P. Morgan Asset Management. Jordan Kimmel then joins the show to speak with Chief Investment Strategist Sam Stovall.

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The Lebenthal Report Episode #29: Long-Term Planning

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Episode twenty nine of The Lebenthal Report is now available! On this episode, Michael Hartzman speaks with Lee Rubenstein, Attorney at Law. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine, Herb Blank.

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The Lebenthal Report Episode #28: Jim Rogers on What is Driving the Market

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Episode twenty eight of The Lebenthal Report is now available! On this episode, Dominick Tavella, Michael Hartzman and Jordan Kimmel speak with legendary investor and financial commentator, Jim Rogers.

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The Lebenthal Report Episode #27: Insights on Infrastructure, REITs and ETFs

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Episode twenty seven of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Joe Lavin, Senior Vice President at CBRE Global Investors. Jordan Kimmel then joins the show to speak with returning guest Michael Carty who is the founding Principal and Chief Investment Officer of New Millennium Advisors, a New York City-based equity and balanced investment management firm.

The Lebenthal Report Episode #26: Mid-Year Market Review

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Episode twenty six of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman review the markets over the first half of 2021. Jordan Kimmel then joins the show to speak with Jonathan Golub, Chief U.S. Equity Strategist at Credit Suisse.

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The Lebenthal Report Episode #25: Discussions on Women in Finance and Commercial Real Estate

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Episode twenty five of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.

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The Lebenthal Report Episode #24: Business in a Post-Pandemic World

Episode twenty four of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Ron Koenigsberg, President of American Investment Properties. Jordan Kimmel then joins the show to speak with returning guest Edward Matluck, President of Hedgemetrics, Inc.

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The Lebenthal Report Episode #23: Corporate Governance & Economic Drivers

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Episode twenty three of The Lebenthal Report is now available! On this episode, Michael Hartzman and Scott Hartzman speak with James Black II, Partner at Silverman Acampora. Jordan Kimmel then joins the show to speak with Kevin Mahn, President and Chief Investment Officer of Hennion & Walsh Asset Management.

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