The Lebenthal Report

Michael Hartzman, CFP and Dominick Tavella
  • 4.7 (6)
  • Business
  • Updated Biweekly

The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today's headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 2 PM Pacific Time on the VoiceAmerica Business Channel.

  1. 5d ago

    529 Plans: How to Save for College

    In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Greg Starita of J.P. Morgan Asset Management to discuss 529 plans, college savings, and how families can prepare for the rising cost of education.   From getting started with automatic contributions to putting the power of compounding to work, Greg explains practical strategies parents and grandparents can consider when building an education fund.   The conversation explores 529 investment options, rising tuition costs, financial aid considerations, grandparents' role in college planning, options for unused 529 funds, and how education savings can fit into a broader financial plan.   Plus, Michael and Dominick discuss the latest market environment, interest rates, AI investment, technology leadership, and the continued growth of data center and industrial construction.   Topics include: • 529 plans and college savings • Rising college tuition costs • Automatic investing and compounding • 529 options beyond traditional college • Roth IRA rollover provisions • Grandparent-owned 529 accounts • Financial aid considerations • Education planning strategies • Markets, interest rates and AI   The Lebenthal Report provides perspective on the news, trends, opportunities, and risks shaping today's financial markets.   This program is for informational purposes only and should not be considered investment advice.   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, https://brokercheck.finra.org/

  2. Aug 11

    Encore: Q2 2026 CEO Outlook: Growth Holds, Margins Tighten

    In this encore presentation of The Lebenthal Report, we revisit the Q2 2026 Vistage CEO Confidence Index and what it reveals about the outlook among small and midsize business leaders. While 64% of CEOs expect revenue growth, only 48% anticipate higher profits—highlighting the continued pressure on margins. Q2 highlights: • CEO Confidence Index: 84.2 • Revenue growth: 64% • Profit growth: 48% • Hiring growth: 50% The panel explores how inflation, interest rates, market uncertainty, AI adoption, and rising costs are affecting strategic planning. They also discuss the K-shaped economy, workforce changes, pricing decisions, and the importance of turning top-line growth into profitability. This is an encore presentation of a previously aired episode. Subscribe for market updates, financial insights, and perspectives for investors and business owners. This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.   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, https://brokercheck.finra.org/

  3. Aug 4

    Q2 2026 CEO Outlook: Growth Holds, Margins Tighten

    Q2 CEO Outlook: Growth Holds, Margins Tighten   The Q2 2026 Vistage CEO Confidence Index reveals cautious optimism among small and midsize business leaders. While 64% of CEOs expect revenue growth, only 48% anticipate higher profits—highlighting continued pressure on margins.   Q2 highlights: • CEO Confidence Index: 84.2 • Revenue growth: 64% • Profit growth: 48% • Hiring growth: 50%   In this episode of The Lebenthal Report, the panel explores how inflation, interest rates, market uncertainty, AI adoption, and rising costs are affecting strategic planning. They also discuss the K-shaped economy, workforce changes, pricing decisions, and the importance of turning top-line growth into profitability.   Subscribe for market updates, financial insights, and perspectives for investors and business owners.     This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.     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, https://brokercheck.finra.org/

  4. Jul 28

    Encore: July Market Update: AI, Interest Rates & What's Next

    Encore Episode: Markets remain near record highs—but what's really driving the rally? In case you missed it, we're revisiting this timely conversation as Michael Hartzman and Dominick Tavella break down the forces that have continued to support the markets despite ongoing geopolitical uncertainty. In this encore episode, they discuss how strong corporate earnings, continued investment in artificial intelligence, and resilient consumer spending have fueled the rally. They also explain why semiconductor companies have become the biggest earnings driver in the S&P 500, what investors should know about the Magnificent Seven, and why diversification remains an important long-term investment strategy. In this episode: ✔ Why semiconductor stocks are leading market earnings ✔ The evolving role of AI and the Magnificent Seven ✔ How consumers continue to support economic growth ✔ Why headline risk doesn't always reflect market reality ✔ Interest rate outlook for the rest of 2026 ✔ What could create market volatility in the months ahead Whether you missed the original episode or want to revisit these important market insights, this encore provides valuable perspective on the trends shaping today's investment landscape. Subscribe for weekly discussions on investing, retirement planning, financial markets, and today's biggest economic stories.   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, https://brokercheck.finra.org/

  5. Jul 22

    July Market Update: AI, Interest Rates & What's Next

    Markets remain near record highs—but what's really driving the rally?   In this July Market Update, Michael Hartzman and Dominick Tavella discuss why strong corporate earnings, continued AI investment, and resilient consumer spending have helped support the markets despite ongoing geopolitical uncertainty.   They also explain why semiconductor companies have become the biggest earnings driver in the S&P 500, what investors should know about the Magnificent Seven, and why diversification continues to matter. Plus, they share their outlook on interest rates, inflation, market volatility, and what could impact investors during the remainder of 2026.   In this episode: ✔ Why semiconductor stocks are leading market earnings ✔ The evolving role of AI and the Magnificent Seven ✔ How consumers continue to support economic growth ✔ Why headline risk doesn't always reflect market reality ✔ Interest rate outlook for the rest of 2026 ✔ What could create market volatility in the months ahead   Subscribe for weekly discussions on investing, retirement planning, financial markets, and today's biggest economic stories.       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, https://brokercheck.finra.org/

  6. Jul 14

    Encore: Estate Planning in 2026: Trusts, Wills & Market Outlook

    In case you missed it... Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella discuss why markets remained resilient despite global uncertainty, why diversified portfolios outperformed, and what investors should watch as market conditions continue to evolve. They are joined by Harold Bollaci, Esq., of Bollaci Law, who shares practical estate planning strategies every family should know—from wills and trusts to beneficiary designations, probate avoidance, and New York estate tax planning. In this episode: ✔ Why markets recovered despite geopolitical tensions ✔ Why the Magnificent Seven weren't leading the rally ✔ Equal Weight vs. Market Weight investing explained ✔ The four essential estate planning documents ✔ Why beneficiary designations should be reviewed regularly ✔ How trusts can help avoid probate delays ✔ New York estate tax strategies for growing estates Whether you're building wealth or protecting it for the next generation, this conversation offers timeless insights for investors and families alike. Subscribe for weekly discussions on investing, retirement, financial planning, and today's most important economic topics.     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, https://brokercheck.finra.org/

  7. Jul 7

    Encore: The Business of NIL: What Every Athlete Should Know

    In case you missed it... This week, we're replaying one of our most popular conversations on one of the biggest changes in college sports: Name, Image & Likeness (NIL). In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Leda Zukowski of New York Life to explore how NIL is transforming college athletics—and what student athletes, parents, and families need to know. Topics include: How college athletes earn money through NIL Why financial planning is critical for young athletes Taxes, contracts, and building the right financial team How NIL is reshaping college recruiting The growing business opportunities surrounding college athletics Why personal branding matters as much as athletic performance Whether you're a student athlete, parent, coach, financial professional, or sports fan, this episode offers valuable insights into one of the most significant shifts in college sports today. Subscribe for weekly conversations on investing, retirement, financial planning, and today's most important economic topics.   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, https://brokercheck.finra.org/

  8. Jun 30

    Estate Planning in 2026: Trusts, Wills & Market Outlook

    Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher? This week on The Lebenthal Report, Michael Hartzman and Dominick Tavella discuss why markets have remained resilient despite global uncertainty, why diversified portfolios are outperforming, and what investors should watch during the second half of 2026. Joining the conversation is Harold Bollaci, Esq., of Bollaci Law, who shares practical estate planning strategies every family should know—from wills and trusts to beneficiary designations, probate avoidance, and New York estate tax planning. In this episode: ✔ Why markets recovered despite geopolitical tensions ✔ Why the Magnificent Seven aren't leading the rally ✔ Equal Weight vs. Market Weight investing explained ✔ The four essential estate planning documents ✔ Why beneficiary designations should be reviewed regularly ✔ How trusts can help avoid probate delays ✔ New York estate tax strategies for growing estates Whether you're building wealth or protecting it for the next generation, this episode offers valuable insights for investors and families alike.       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, https://brokercheck.finra.org/

See All (252)

Ratings & Reviews

4.7
out of 5
6 Ratings

About

The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today's headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 2 PM Pacific Time on the VoiceAmerica Business Channel.

Information

  • Creator
    Michael Hartzman, CFP and Dominick Tavella
  • Years Active
    2020 - 2026
  • Episodes
    252
  • Rating
    Clean
  • Copyright
    © Michael Hartzman, CFP and Dominick Tavella
  • Show Website
    The Lebenthal Report