Did you catch Michael's latest appearance on Next At The Mic with the amazing host Bonnie D.? 🎙️ Presented by VoiceAmerica Variety, the episode went live on January 9, 2024. If you missed it, no worries! Watch it on demand.
Michael's Guest Feature on 'Next at the Mic'
Michael will be a guest on Bonnie D's radio show, 'Next at the Mic', today at 5pm Eastern/2pm Pacific. Check it out!
The Lebenthal Report Episode #119: Protect Your Legacy with Harold Bollaci
This week on The Lebenthal Report, Michael and Dominick welcome back a client favorite, Harold Bollaci, P.C. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips while exploring estate planning, resolutions and financial insights. The conversation extends to residency terms, maintenance responsibilities, and probate insights, highlighting the need for proactive document review and professional guidance.
Uncover the importance of updating beneficiary designations, trust funding, and the significance of clear estate planning in blended families. Protect your legacy by tuning in for a condensed dose of wisdom.
For more information, please contact Harold Bollaci, P.C. at (516) 538-9700.
The Lebenthal Report Episode #118: 2023 Wrap-up and 2024 Outlook
In our final episode of the year, Michael and Dominick conduct a comprehensive review of market performance in 2023, oscillating between skepticism and optimism. They delve into the contrasting growth of major indices, dissect the surprising economic stability in the face of earlier recession fears, and reflect on the unexpected resilience of the banking sector. The conversation spans critical topics, including the 2024 Fed rate cut concerns, the intricate dance between interest rates and consumer behavior, and the anticipation of an economic soft landing. The duo wraps up by sharing their investment strategies, exploring sector performances, and offering insights into what the future may hold for investors in 2024.
The Lebenthal Report Episode #117: A Peek at Dividend Stocks
On the latest episode of The Lebenthal Report, hosts Michael and Dominick, along with guest Sean McLeod, CFA, Portfolio Manager, and Vice President at Dana Investment Advisors, explore the financial landscape. The discussion begins with an analysis of the recent interest rate drop and its links to a market rebound, while also expressing concerns about inflated rate expectations. Sean adds valuable insights on market evolution and strategic considerations, and emphasizes the resilience of diverse industries--including gaming, telecom, tech and healthcare. The conversation also touches on the importance of dividend stocks, and crucial financial aspects like earnings and GDP outlook. The episode concludes with an introduction to Dana's services. Don't miss this insightful guide to navigating the complexities of the financial landscape.
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.