The Lebenthal Report Episode #93: The Banking Crisis with Jack Manley from J.P. Morgan

This week on The Lebenthal Report we are excited to welcome guest Jack Manley. Jack is Executive Director and Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets. Jack’s feature on the Lebenthal Report could not come at a better time. He helps us make sense of the current banking crisis and how to discuss the crisis with our clients.

Jack is also a frequent guest on CNBC, Bloomberg, BNN and other financial news outlets and is often quoted in the financial press. Jack joined J.P. Morgan in 2013 as a member of the Asset Management Strategy and Business Development Team, where he worked on various strategic initiatives across the firm. (jpmorgan.com)

This episode is not to be missed. Now available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

The Lebenthal Report Episode #92: A Conversation with Author Douglas Bauer

This week on The Lebenthal Report we welcome author Douglas Bauer. Michael and Dominick go into detail with Doug about what inspired his newest novel, The Beckoning World, which was released Fall of 2022. Doug also discusses how to get into the business of being a writer. 

Doug’s vast experience and knowledge is something to aspire to. He is the author of three previous novels — Dexterity, The Very Air and The Book of Famous Iowans — and three works of non-fiction — Prairie City Iowa: Three Seasons at Home, The Stuff of Fiction: Advice on Craft, and What Happens Next?: Matters of Life and Death, which won the PEN/New England Award in Non-Fiction. He is also the editor of the anthologies Prime Times: Writers on Their Favorite TV Shows and Death by Pad Thai and Other Unforgettable Meals. His numerous essays, reviews, and articles have appeared in Esquire, Harper’s, The Atlantic, The New York Times Magazine, The New York Times Book Review, The Los Angeles Book Review, and many other publications. He has won grants from the National Endowment for the Arts in both fiction and creative non-fiction. He lives in Cambridge, MA and teaches at Bennington College, where he is a core faculty member of the Bennington Writing Seminars MFA program in writing and literature. 

This must listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

The Lebenthal Report Episode #91: Simplifying 529 with Kris Adrian from J.P. Morgan

This week on The Lebenthal Report we welcome back returning guest Kristia Adrian. Kristia "Kris" Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout the country to educate clients and advisors on college planning and the Advisor-Guided 529 Plan using College Planning Essentials.

Previously, Kris was an Internal Client Advisor for over a decade with J.P. Morgan Asset Management building advisory relationships with independent broker-dealers. She started her career in 2001 as an independent advisor with Royal Alliance Associates, focused on high-net-worth clients and estate planning. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus, OH.

On the podcast, Kris helps navigate a simplified explanation of 529 with Michael and Dominick. Tune into this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify.

The Lebenthal Report Episode #90: A View of the Market from J.P. Morgan’s David Lebovitz

On the latest episode of The Lebenthal Report, we welcome back Managing Director and Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. On this episode, Michael, Dominick and David discuss the view of the market forecast going forward and also give an update on the current market. Tune into this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify.

The Lebenthal Report Episode #89: Trust and Estate Update with Harold Bollaci

This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost twenty years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in-depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They also answer some of the more prominent questions from our clients and listeners. To contact Harold for your estate planning questions or needs please visit Bollacilaw.com.

 Check out this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!

The Lebenthal Report Episode #88: 2023 Outlook with Lauren Goodwin

This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook for 2023. Lauren helps us make sense of the recent news cycle and how it may affect the current market. She also touches upon growth versus value and where the opportunities lie in US equity versus International equity.

Lauren Goodwin, CFA, is an Economist and Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star of Wall Street.  Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for her firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s. (newyorklifeinvestments.com)

This must-listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!

The Lebenthal Report Episode #87: Secure Act 2.0- How the New Retirement Rules May Affect You with Roberta Eckert

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics. 

Michael, Dominick and Roberta discuss the new provisions within the Secure Act 2.0. They breakdown how the new retirement rules may affect you and what you need to know going forward to 2023 and beyond. For more information on the New Secure Act 2.0, please contact your financial advisor.