The Lebenthal Report Episode #111: Navigating Economic Headwind

Join us for this informative episode of The Lebenthal Report as we welcome back Duane Roberts, CFA from Dana Investment Advisors. Michael, Dominick, and Duane dissect the intricate relationship between current events, market fluctuations, the specter of inflation, and their collective influence on investment decisions. Tune in for valuable insights to help you during these times. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Episode #110: Disneyland on the Mountain

On this riveting episode of The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book Disneyland on the Mountain: Walt, the Environmentalists, and the Ski Resort That Never Was. Disneyland on the Mountain is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort in the Sierra Nevada mountains. Greg and Kathryn delve into this captivating narrative that reveals the unwritten chapter of Disney history.

To listen to this unique episode and gain insights from the authors about their personal journey in uncovering this hidden piece of Disney history, you can tune in on VoiceAmerica, Youtube, Spotify and Apple Podcasts. 

Additionally, if you're interested in purchasing a copy of Disneyland on the Mountain, you can visit their website at https://disneylandonthemountain.com/. This book is a fascinating look at Walt Disney’s last and unfinished project and the controversy that surrounded it. Don't miss out on this opportunity to explore a lesser-known facet of Disney's legacy.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Episode #109: Infrastructure and Real Estate Investment Update

On this week’s episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, and explore the valuable insights of seasoned expert, Daniel Foley. Daniel is an Associate Portfolio Manager of CBRE Investment Management. As a member of CBRE Clarion Securities’ Global Infrastructure research team, he is responsible for evaluating listed infrastructure companies in the communications and utilities sectors globally. He has been an active member of the firm’s Global Infrastructure research team since its inception and is a Portfolio Manager of the MainStay CBRE Global Infrastructure Fund. Whether you're an experienced investor or just getting started, you won't want to miss this informative and engaging discussion. Now Available on VoiceAmerica, Youtube, Apple Podcasts and Spotify. 

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Episode #108: A Jolly Outlook with Jake Jolly

In this episode of The Lebenthal Report, your hosts Michael Hartzman and Dominick Tavella are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions, and offer their informed outlook on the current state of the financial markets. This episode will help you gain valuable insights to navigate these challenging economic landscapes. Do not miss this informative and engaging conversation with seasoned experts in the field. Now available on VoiceAmerica.com, Youtube, Spotify and Apple Podcasts.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Encore: Next Generation Investing Insights

Join us for an encore presentation of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. In this captivating episode, your hosts, Michael and Dominick, sit down with two accomplished young professionals, Jordan LeWinter and Scott Hartzman, to explore how the next generation is approaching investments. Tune in as we unravel their investment strategies, success stories, and the invaluable lessons they've learned along the way.

But that's not all! We also explored the challenges and triumphs of buying a home on Long Island. The real estate market, the coveted neighborhoods, the journey from renting to owning – it's all on the table. Michael and Dominick pose the question: Should I stay, or should I go? Whether you're a local resident or just intrigued by the Long Island lifestyle, this episode is a must-listen. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Episode #107: Medicare 101 with Keith Chatel

Join us for this insightful episode of The Lebenthal Report where Michael and Dominick discuss the ins and outs of Medicare with seasoned expert, Keith Chatel. Keith has spent decades helping individuals make sense of the complex world of healthcare coverage. Whether you are approaching retirement age or already enrolled in Medicare, this conversation is not to be missed. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts. 

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

The Lebenthal Report Episode #106: Next Generation Investing Insights

Join us in our latest episode of The Lebenthal Report where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. Michael and Dominick welcome young professionals, Jordan LeWinter and Scott Hartzman. If you are curious about how the next generation is approaching investments, we’re unraveling the strategies, success stories and lessons learned. But that's not all! We're also exploring the challenges and triumphs of buying a home on Long Island. The real estate market, the coveted neighborhoods, the journey from renting to owning – it's all on the table. Michael and Dominick pose the question: Should I stay, or Should I go? Whether you're a local resident or just intrigued by the Long Island lifestyle, this episode is a must-listen. Available now on VoiceAmerica, Youtube, Spotify, and Apple Podcasts.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).