This week on The Lebenthal Report, we welcome Dr. John Berger, PhD, an environmental science and policy specialist, author, and journalist, to delve into the critical issue of climate change. With his expertise, Dr. Berger discusses his background and current role, shedding light on his recent publication addressing climate change solutions. As the conversation unfolds, Dr. Berger shares insights on how climate change might impact the market, advocating for urgent action. Michael and Dominick discuss the future of investing in clean energy, highlighting the potential for growth and innovation in sustainable technologies. From renewable energy projects to green infrastructure initiatives, the dialogue explores avenues for progress in addressing climate challenges. For more insights, information, and where to buy Dr. Berger’s book, check out his website: www.johnjberger.com.
The Lebenthal Report Episode #124: Macro Lens on Markets
This week on The Lebenthal Report, Michael and Dominick welcome special guest Michael Logalbo, also known as "Macro Mike", a global market strategist at New York Life Investments. The trio explores market dynamics and current economic trends, navigating the intricacies of the current macro landscape.
They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest rates by year-end. Additionally, they weigh in on the strength of the US economy amidst global uncertainties, discussing indicators of a potential economic slowdown and the tightening lending policies impacting banks.
Listen now for a captivating discussion on market unpredictability, recession predictions, and the transformative potential of the AI subsector within the technology industry.
The Lebenthal Report Episode #123: Navigating New Education Savings Rules 2024
In this insightful episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. They tackle the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. They also dive into a detailed review of upcoming changes to the Secure Act 2.0 and the effects on 529 plans and state tax implications. The team unpacks the ROTH conversion feature, 529 plan flexibility, and the benefits of early investment strategies.
Don't miss out on this comprehensive recap on rising education costs, financial aid, and innovative solutions for education planning!
To access even more valuable information in preparing for your child's academic journey, check out JP Morgan’s 2024 Education Planning Essentials Guide.
The Lebenthal Report Episode #122: A Recession to the Election with Phil Blancato
On the latest episode of The Lebenthal Report, hosts Michael and Dominick discuss important topics such as the stock market, the economy, and their financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue.
The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. Together they explore recession impacts on the US economy and consumer spending, providing insights into potential challenges and the importance of rational decision-making. They also touch on the tech market's economic impact, interest rates, inflation, and market manipulation.
This episode is a must-listen for anyone seeking a well-rounded understanding of current financial dynamics and future trends during this crucial period from recession to the election. Don't miss out on this timely discussion!
The Lebenthal Report Episode 121: Financial Well-Being with Dr. Beth Kurland
In this week's installment of The Lebenthal Report, join Michael and Dominick as they delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of personal goals and aspirations. Together, they navigate the challenges and stress associated with wealth, shedding light on generational differences in financial attitudes. Don't miss out on this insightful dialogue!
For a deeper dive into personal happiness and well-being, secure your copy of Dr. Beth Kurland's upcoming book, You Don't Have to Change to Change Everything: 6 Ways to Shift Your Vantage Point, Stop Striving for Happy, and Find True Well-Being, available on March 26th. Visit her website at bethkurland.com for more information on her books and speaking engagements.
Fire News Feature
Be sure to check out Michael's new article, 'Secure Act 2.0 - A Few New Rules All First Responders Should Know' in the February 2024 issue of Fire News.
A Day at the New York Stock Exchange
Michael Hartzman, Dominick Tavella, Scott Hartzman, and Michael Tavella had the incredible opportunity to immerse themselves in a day of education at the New York Stock Exchange yesterday. They were graciously invited to partake in a tour and be a part of the closing ceremonies at the prestigious podium.
Stream Dominick's Appearance on 'Next at the Mic'
Catch Dominick's captivating appearance on 'Next At The Mic' with the charismatic host Bonnie D.! 🎙️ Presented by VoiceAmerica Variety, this engaging episode aired on January 23, 2024. If you missed it, no worries! You can watch it on demand.