The Lebenthal Report Episode #116: Muni Bond Update

On the latest episode of The Lebenthal Report, hosts Michael and Dominick were joined by special guest William (Bill) Roach from Macquarie Investment Management, who added a wealth of knowledge to our exploration of market dynamics and investment strategies.

Together, they delved into the recent market downturn--discussing the shift from large cap stocks, and stressing the significance of diversified portfolios for robust outcomes. The conversation expanded to cover bond vigilantes and fiscal responsibility, elucidating their crucial role. The trio also provided insights into bond index performance, discussed expectations for 2024, and explored the municipal sector's outlook, offering a comprehensive perspective on navigating the complex financial landscape. 

Don't miss this nuanced discussion on market trends, fiscal responsibility, and the potential impact of Covid relief on financial stability. The episode pays homage to investment luminary Charlie Munger, reflecting on his enduring legacy.

The Lebenthal Report Episode #115: November Market Update

On the latest episode of The Lebenthal Report, Michael and Dominick bring you a can't-miss November market update. They tackle essential subjects like the economy, financial planning, and market trends, offering in-depth discussions on Federal Reserve interest rates, market performance, consumer spending, credit card debt, and government debt. Tune in for valuable insights on how headline risk plays a crucial role in financial planning and market strategies. Stay well-informed and ready for any market fluctuations! Don't let this insightful update pass you by!

The Lebenthal Report Episode #114: Demystifying Social Security

This week on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. Lynch is the Managing Director of Applied Insights for Hartford Funds, and in his current capacity, plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts.

This episode is a thought-provoking discussion on the crucial topic of social security and should help answer your questions on the topic.

The Lebenthal Report Episode #113: From Vision to Venture

For this special episode of The Lebenthal Report, we had the pleasure of sitting down with a remarkable young entrepreneur, James Lattanzi, creator of Bullseye Sneaker Boutique. He joins Michael and our returning guest host, Scott Hartzman, to share the compelling story of his business journey. From inception to growth, you'll discover the unique insights and experiences that have paved the way for his remarkable success. If you're in search of inspiration and valuable entrepreneurial wisdom, this episode is a must-listen. 

Michael Returns to Radio Jobline

Michael joined Scott Passeser on his LI News Radio show Radio Jobline last week to give an economic update. If you missed it, you can stream it now!

From Scott: "Mike Hartzman joins me every quarter for a thorough look at the economy, and as you know there is a lot to look at. The economy could still go either way in the next quarter and Mike explains all the scenarios and their impact. If your job is economically sensitive, you should tune in!"

The Lebenthal Report Episode #112: Exploring Today's Job Market

On this week's episode of The Lebenthal Report, we are thrilled to welcome back guest, Scott Passeser, Senior VP of Executive Alliance, and Host of LINewsRadio’s Radio Jobline. Scott brings a wealth of experience and expertise in the field of recruiting, making him the perfect guest to shed light on the ever-evolving job market. 

We also have a special treat for our listeners – a guest host, David Walker, who boasts an impressive career history in the world of recruiting. David will provide a fresh perspective on the dynamics of the job market and share his unique take on recruitment patterns and practices. 

Join us as Michael, Scott and David engage in a captivating conversation about the latest developments in the workforce. From the impact of remote work and digital hiring practices to the skills in demand and tips for job seekers -- this episode promises to be an insightful exploration of the contemporary employment landscape.

Don't miss this opportunity to gain valuable information and stay ahead in the competitive world of job recruitment and employment trends.

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.

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.