Lebenthal Financial Services, Inc.

On the latest episode of The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella welcome back Jonathan Mackay, Head of Wealth at Schroders. Together they dive deep into the recent market fluctuations, unpacking how a weakening economy and the potential for a recession are stirring up volatility. They discuss the Federal Reserve's anticipated interest rate cuts, with Jon forecasting five cuts this year, including a 25 basis point cut in January. Could we see a more significant 50 basis point cut if inflation rises and employment weakens? Tune in to find out! Listen on VoiceAmerica: https://lnkd.in/eEtxcFTg Listen on Spotify: https://lnkd.in/eQ7xdqkw

This week on The Lebenthal Report, Michael Hartzman, CFP welcomes Jeremy Javidi, Lead Portfolio Manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments, US. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode is packed with valuable insights. Whether you're considering diving into small-cap investments or curious about the future of sectors like metals and EVs, there's no shortage of exciting possibilities. Be sure not to miss this informative episode! Listen on VoiceAmerica: https://lnkd.in/egTGXGJt Listen on Spotify: https://lnkd.in/e8gCcWJ4

Catch up on the latest episode of The Lebenthal Report, where Michael Hartzman, CFP and Dominick Tavella welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insights on how these changes could impact your financial planning and retirement strategy! Listen on VoiceAmerica: https://lnkd.in/gCk9bnuC Listen on Spotify: https://lnkd.in/g-h-b2qy

On the latest episode of The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA and Senior Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality investments. James shares insights on opportunities in Japan and emerging markets, emphasizing diversification and caution in the current economic climate. They also touch upon how the investment team will monitor the performance gap between cap-weighted and equal-weighted S&P 500 for potential rebalancing opportunities. Don’t miss this episode that is ‘stock-full’ of valuable perspectives and knowledge. Listen on VoiceAmerica: https://lnkd.in/eX3Tu-ZQ Listen on Spotify: https://lnkd.in/eV_qczTT

This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early retirement, the trend of older workers setting their terms, and the rising popularity of work-from-home arrangements. Join them as they navigate the complexities of modern workspaces and how organizations can adapt to meet the needs of their diverse workforce. Tune in to discover how these changes could shape the future of work and impact your career! Listen on VoiceAmerica: https://lnkd.in/eb3DF2FK Listen on Spotify: https://lnkd.in/eJ4eQw5t

On this week's episode of The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella are joined by Brock Campbell, CFA, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impacting clients, market trends, energy sector investments, and infrastructure development. They delve into the growth in electricity demand due to AI, trends in fracking and oil industries, and the changing consumer landscape's impact on supply chains. The team also evaluates deglobalization effects, companies benefiting from consumer behavior changes, small modular nuclear reactors, and government policies on energy industries. Don't miss this episode for expert insights to stay ahead in a rapidly changing world. Listen on VoiceAmerica: https://lnkd.in/eAwnb4_w Listen on Spotify: https://lnkd.in/ea7i4PqU Watch on YouTube: https://lnkd.in/efYka95q

On this must-listen episode of The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella welcome guest Joshua Feuerman, CFA and Global Equity Strategist at J.P. Morgan Asset Management. Together, they discuss a range of timely topics, including global financial market trends, the performance of the S&P 500, the potential impact of AI on businesses, and the economic implications of interest rate cycles. The conversation also touches on the recent gains in major stock indices, the leadership of the tech sector, AI startups, and future market changes. The episode concludes with plans for further discussions on these important subjects. Listen on VoiceAmerica: https://lnkd.in/gJEZD38M Listen on Spotify: https://lnkd.in/gdjGDP6N

ICYMI: Michael Hartzman, CFP was a guest on Scott Passeser's LI News Radio show Radio Jobline last week and discussed the current job market and economy, stock market trends, insights from the recent Fed meeting, NVDA's stock split, interest rates, and election-related fears affecting investors. Check it out here: https://lnkd.in/gNB2dVGZ

Don't miss Michael Hartzman, CFP's guest appearance on Radio Jobline with Scott Passeser this Saturday from 2-3pm EST! He'll discuss the current job market and economy, stock market trends, insights from the recent Fed meeting, NVDA's stock split, interest rates, and election-related fears affecting investors. Tune in this Saturday at 2pm EST on LI News Radio, 103.9 FM, to hear Michael's expert analysis!

Pride is more than just a celebration; it's a reminder that every individual's story matters and deserves to be heard. It's a call to amplify LGBTQ+ voices, advocate for equal rights, and work towards a world where love knows no bounds. Let your colors shine, embrace diversity, and spread the message of love and acceptance. Together, we can make a difference and build a brighter, more inclusive future for all. Happy Pride Month!