The Lebenthal Report

Michael Hartzman, CFP and Dominick Tavella

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. 1d ago

    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/

    52 min

  2. 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/

    52 min

  3. Jun 23

    The Business of NIL: What Every Athlete Should Know

    How is NIL (Name, Image & Likeness) changing college sports—and what does it mean for student athletes and their families? In this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Leda Zukowski of New York Life to discuss the rapidly evolving world of NIL and the financial opportunities—and risks—it creates. Topics include: How college athletes earn money through NIL Why financial planning is critical for young athletes Taxes, contracts, and building a financial team How NIL is reshaping college recruiting The growing business opportunities surrounding college athletics Why branding matters as much as athletic performance Whether you're a student athlete, parent, coach, financial professional, or sports fan, this conversation provides valuable insight into one of the biggest changes in college sports today. 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/

    52 min

  4. Jun 16

    Encore: BlackRock's 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks

    Markets are rallying despite rising oil prices, inflation concerns, and escalating geopolitical tensions in the Middle East—but what's really driving stocks higher? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella sit down with Mark Peterson of BlackRock to explore the forces shaping today's markets and why the economy continues to defy expectations. 📊 Topics covered: • Why the U.S. economy continues to outperform forecasts • How artificial intelligence is transforming global markets and investment opportunities • Whether inflation and higher energy prices could threaten the current market rally • Why emerging markets, including Taiwan and South Korea, have become standout performers • What investors should know about Federal Reserve rate cuts, bonds, and the Magnificent 7 💡 Key Takeaway: While headlines remain focused on inflation, oil prices, and geopolitical uncertainty, strong economic fundamentals, innovation, and global growth opportunities continue to support markets. 👥 Featuring insights from Mark Peterson, Head of Investment Strategy & Education at BlackRock, discussing: • Why market timing is one of the biggest mistakes investors make • The disconnect between weak consumer sentiment and strong economic data • The outlook for stocks, bonds, and global markets • Where BlackRock sees long-term opportunities despite ongoing volatility If you missed this conversation the first time, now is the perfect opportunity to revisit these insights as investors continue to navigate an evolving market landscape. 🔔 Subscribe to The Lebenthal Report for weekly market insights, economic analysis, and investing strategies.       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/

    57 min

  5. Jun 9

    Encore: Is the Economy Stronger Than the Headlines?

    Are markets ignoring reality—or is the economy stronger than the headlines suggest? In this encore presentation of The Lebenthal Report, we revisit a timely conversation exploring the surprising resilience of the U.S. economy amid geopolitical tensions, rising oil prices, and persistent global uncertainty. 📊 Topics covered: • Why the S&P 500, Dow, and Nasdaq continued to climb despite global conflict • The real impact of higher oil and gas prices on consumers and inflation • Whether markets are overlooking risk—or accurately pricing it in • AI's influence on jobs, productivity, and long-term economic growth • Why small- and mid-cap stocks have been outperforming large-cap technology companies • Are bonds becoming attractive again? What investors should know 💡 Key Takeaway: Despite oil price spikes and global instability, the strength of the U.S. consumer and labor market continues to support economic growth and investor confidence. 👥 Featuring insights from Phil Blancato, CEO of Ladenburg Thalmann Asset Management and Chief Market Strategist at Osaic Wealth, discussing: • Interest rates and the inflation outlook • The economic transformation driven by artificial intelligence • Potential opportunities for investors in today's market environment If you missed this episode the first time, it's worth another listen as many of these themes remain highly relevant today. 🔔 Subscribe to The Lebenthal Report for weekly market insights, economic analysis, and investing strategies.         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/

    51 min

  6. Jun 2

    Where Are Bond Markets Headed Next?

    The stock market continues to push toward new highs, but what does that mean for bonds, interest rates, and investors seeking income? This week on The Lebenthal Report, Michael Hartzman and Dominic Tavella welcome Julio Bonilla, CFA, Portfolio Manager at Schroders, for an in-depth discussion on fixed income opportunities, Treasury yields, inflation, AI-driven economic growth, and what investors should expect from the Federal Reserve in the months ahead. Topics include: ✔ Why bond yields are creating new opportunities for investors ✔ How AI and hyperscaler spending are impacting the economy ✔ Inflation, oil prices, and the Strait of Hormuz's effect on markets ✔ Treasury yields, Fed policy, and interest rate expectations ✔ Municipal bonds, credit risk, and active management strategies ✔ Where fixed income investors may find value today If you're looking for insights on bonds, inflation, interest rates, and portfolio positioning in today's market, this conversation is packed with valuable perspectives.       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/

    55 min

  7. May 26

    The Lebenthal Report: May Market Update

    Markets are rising. Headlines are noisy. So what's driving investors? This week on The Lebenthal Report, Michael Hartzman and Dominic Tavella tackle one of the most common client questions: Why does the market continue to move higher despite ongoing geopolitical tension, elevated energy costs, and uncertainty around inflation and interest rates? The conversation explores the disconnect between market sentiment and economic reality—covering strong earnings, consumer resilience, and how technology and AI continue reshaping industries. This episode also dives into: Whether inflation may remain higher for longer The impact of energy prices and global supply disruptions AI's effect on jobs, productivity, and long-term growth Sector rotation: technology, energy, healthcare, financials & real estate Emerging markets and the growing role of natural resources What concerns—and what opportunities—the team sees ahead As always, the goal isn't prediction—it's perspective. ▶️ Subscribe for weekly market commentary and insights.       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/

    58 min

  8. May 19

    ENCORE EPISODE - Q1 2026: CEO Confidence & AI Trends

    What's really happening inside America's small businesses as we move through 2026? In this encore presentation of The Lebenthal Report Podcast, Dominick Tavella and Tracy Byrnes welcome back Jeff Oak of Vistage to revisit a timely conversation on CEO confidence, Q1 2026 market trends, and the evolving outlook for small businesses. From AI adoption and hiring challenges to inflation, tariffs, and consumer uncertainty, Jeff shares valuable insights gathered from thousands of small business leaders across the country. Key Takeaways: ✔ CEOs still expect modest growth in 2026 ✔ AI is becoming essential across nearly every role ✔ Skilled talent remains difficult to hire ✔ Businesses are delaying major investments amid uncertainty If you missed this episode the first time around, now's your chance to catch up on one of our most insightful conversations on the state of small business in America.   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/

    57 min
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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
    246
  • Rating
    Clean
  • Copyright
    © Michael Hartzman, CFP and Dominick Tavella
  • Show Website
    The Lebenthal Report

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