The Lebenthal Report Episode #96: The Importance of Life Insurance

This week on The Lebenthal Report we welcome Howard Jonas, CLU, ChFC, REBC, CASL, Director of Advanced Sales from Crump Life Insurance. Howard provides technical support to financial advisers with estate planning, charitable planning, wealth transfer, and business succession planning situations. Michael, Dominick and Howard discuss how life insurance can be an important part of a comprehensive financial plan. While no one wants to think about their own mortality, life insurance can be used in financial planning as an essential tool for estate planning. They touch upon essential components of a well-rounded financial plan, ensuring that your legacy is protected. As with any financial decision, it's important to do your research and work with a trusted financial advisor to determine the best course of action for your specific situation.

 To learn more, check out the full episode on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

The Lebenthal Report Episode #95: Talking Federal Reserve with Steve Friedman

This week on The Lebenthal Report we welcome Steven Friedman from MacKay Shields. Steve is a Managing Director and Co-Head of Macro and Quantitative Solutions. He also serves as Senior Macroeconomist for the Global Credit and Global Fixed Income teams and Chair of their Investment Policy Committee. Michael and Dominick talk about the Federal Reserve with Steve and touch upon many of our clients' burning questions about the current state of the economy. Steve helps break down where we are in the economic cycle currently and what we may expect by the end of the year.

Steve joined MacKay Shields from BNP Paribas Asset Management, where he served as a Senior Economist providing macroeconomic forecasts and scenario analysis for internal investment teams as an input into strategic and tactical asset allocation. Prior to that, Steve spent fifteen years at the Federal Reserve Bank of New York, where he held a variety of senior roles including Director of Market Analysis and Director of Foreign Exchange and Investments. Steve received his BA from Wesleyan University and holds master’s degrees from Johns Hopkins School of Advanced International Studies and Columbia Business School. He has been in the investment industry since 1998. (newyorklifeinvestments.com)

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

*This material contains the opinions that are incorporated into portfolios managed by MacKay Shields Global Fixed Income and Global Credit teams. The opinions expressed herein are subject to change without notice. This material is distributed for informational purposes only. Forecasts, estimates, and opinions contained herein should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Any forward-looking statements speak only as of the date they are made and MacKay Shields assumes no duty and does not undertake to update forward-looking statements. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of MacKay Shields LLC. ©2023, MacKay Shields LLC. All Rights Reserved.

The Lebenthal Report Episode #94: Creating Superfans with Brittany Hodak

This week on The Lebenthal Report we welcome Keynote Speaker and Author, Brittany Hodak. Brittany Hodak is an award-winning marketing expert and customer experience speaker. She holds a master’s degree in marketing and is the author of Creating Superfans. Over the years, she oversaw multi-million-dollar and award-winning campaigns for Johnson & Johnson, A&E Television and LG.

Michael, Dominick and Brittany discuss how to build a community of loyal customers. They explore why customer retention is so vital to business success, and she shares tried-and-true strategies for keeping your customers engaged and loyal. They look at the importance of building personal connections with your customers and clients, providing excellent customer service, and creating a positive user experience.

 You’ll be a superfan of this episode- Now available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

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!