The Lebenthal Report

By Michael Hartzman, CFP and Dominick Tavella

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Episodes: 250

Description

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.

Episode Date
ENCORE EPISODE - Q1 2026: CEO Confidence & AI Trends
May 19, 2026
BlackRock's 2026 Market Outlook: AI Boom, Inflation & Stock Market Risks
May 12, 2026
Q1 2026: CEO Confidence & AI Trends
May 05, 2026
Is the Economy Stronger Than the Headlines?
Apr 28, 2026
Markets, Fed Pressure & SBA Loans Explained
Apr 24, 2026
Encore: Calm in the Chaos, What Markets Know That Headlines Don't
Apr 14, 2026
Calm in the Chaos: What Markets Know That Headlines Don't
Apr 07, 2026
Encore: The $150 Oil Question: Recession or Recovery?
Mar 31, 2026
The $150 Oil Question: Recession or Recovery?
Mar 25, 2026
The Rise of AI Companions | The Friend Machine
Mar 17, 2026
Stagflation Is Back? What Investors Need to Know
Mar 10, 2026
WFAN's Peter Schwartz on Sports Media, NIL & The Changing Game
Mar 03, 2026
Q4 2025: CEO Confidence Rebounds - But Inflation Isn't Done
Feb 25, 2026
Growth vs. Value - Why The Market is Rotating
Feb 18, 2026
Market Update - February 10th, 2026
Feb 11, 2026
Encore: Staying Confident in a Headline-Driven Market with Howard Yaruss
Feb 03, 2026
Encore: Motivation and Money: The Paradox of Passion in Investing
Jan 27, 2026
Staying Confident in a Headline-Driven Market with Howard Yaruss
Jan 21, 2026
Motivation and Money: The Paradox of Passion in Investing
Jan 13, 2026
Encore: 2025 Market Wrap + 2026 Outlook
Jan 06, 2026
2025 Market Wrap + 2026 Outlook
Dec 30, 2025
Encore: In Defense of Millennials
Dec 23, 2025
Encore: Small Business Mood Check for 2026
Dec 16, 2025
In Defense of Millennials
Dec 10, 2025
Encore: The Real AI Economy & What Comes Next
Dec 02, 2025
Small Business Mood Check for 2026
Nov 26, 2025
The Real AI Economy & What Comes Next
Nov 18, 2025
Encore Episode: The Global Comeback in International Equities
Nov 11, 2025
The Global Comeback
Nov 04, 2025
Encore: Understanding Long-Term Care Insurance
Oct 28, 2025
Encore: The Human Side of AI
Oct 21, 2025
Understanding Long-Term Care Insurance
Oct 14, 2025
The Human Side of Artificial Intelligence
Oct 07, 2025
Encore: Keeping it Real- Fed, Jobs and Markets
Sep 30, 2025
Encore: Making Economics Understandable with Howard Yaruss
Sep 23, 2025
Encore: Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
Sep 17, 2025
Keeping it Real- Fed, Jobs and Markets
Sep 09, 2025
Encore: Record Highs, Hidden Risks
Sep 02, 2025
Making Economics Understandable with Howard Yaruss
Aug 26, 2025
Q2 2025 Market Recap & Small Business Outlook with Jeff Oak
Aug 19, 2025
Record Highs, Hidden Risks
Aug 12, 2025
Markets in Motion
Aug 05, 2025
Encore: Stock Market Outlook and Women Empowerment with Tracy Byrnes
Jul 29, 2025
Stock Market Outlook and Women Empowerment with Tracy Byrnes
Jul 22, 2025
Big, Beautiful Market Update
Jul 15, 2025
Encore: Market Update: July 1, 2025
Jul 08, 2025
Market Update: July 1, 2025
Jul 01, 2025
Encore: Market Update from June 3rd, 2025
Jun 24, 2025
Encore: Tariffs, Turbulence and Turnarounds
Jun 18, 2025
Tariffs, Turbulence and Turnarounds
Jun 10, 2025
Market Update: June 3, 2025
Jun 03, 2025
Encore: Living History with Author Helen Sheehy
May 27, 2025
Encore: Confident Crisis
May 20, 2025
Encore: Market Mayhem, Self Inflicted Edition
May 13, 2025
Living History with Author Helen Sheehy
May 06, 2025
Confidence Crisis
Apr 29, 2025
Market Mayhem: Self Inflicted Edition
Apr 15, 2025
Insurance Insights with Gary Slavin
Apr 08, 2025
Making Cents of 529 Plans
Mar 18, 2025
Encore: Small Biz, Big Worries
Mar 11, 2025
Encore: John Lee Hooker Jr.'s Journey
Mar 04, 2025
Small Biz, Big Worries
Feb 25, 2025
John Lee Hooker Jr.'s Journey
Feb 18, 2025
Encore: AI (Artificial Intelligence): Fact or Fiction
Feb 11, 2025
Markets, Tariffs & Trades—Oh My!
Feb 04, 2025
AI (Artificial Intelligence): Fact or Fiction
Jan 28, 2025
Break Down The Job Market with Scott Passeser
Jan 14, 2025
2025 Estate Planning Playbook
Jan 07, 2025
2024 in Review and Looking Ahead to 2025
Dec 31, 2024
2024 in Review and Looking Ahead to 2025
Dec 17, 2024
Encore Trump, Tariffs and Taxes
Dec 10, 2024
Trump, Tariffs and Taxes
Dec 03, 2024
The Artist Journey
Nov 19, 2024
Encore Election Economics: Market Update
Nov 12, 2024
Election Economics: Market Update
Nov 05, 2024
Encore Election Preview with Macro Mike
Oct 29, 2024
Election Preview with Macro Mike
Oct 15, 2024
Encore Micro Skills for Big Results
Oct 08, 2024
Market Recap with John Eade
Oct 01, 2024
Encore The History of Biotech with Tim Harris
Sep 24, 2024
Micro Skills for Big Results
Sep 17, 2024
The History of Biotech with Tim Harris
Sep 10, 2024
Encore Entrepreneurship 101
Sep 03, 2024
Entrepreneurship 101
Aug 27, 2024
The World View on Investing
Aug 13, 2024
Encore Required Minimum Distributions Explained
Aug 06, 2024
Value in Small Caps
Jul 30, 2024
Required Minimum Distributions Explained
Jul 23, 2024
Encore Workplace Evolution with Sarah Lieberman
Jul 16, 2024
Performance Gap in S&P 500
Jul 09, 2024
Workplace Evolution with Sarah Lieberman
Jul 02, 2024
AI Boom and Energy Sector Insights
Jun 25, 2024
Timely Insights with Josh Feuerman
Jun 18, 2024
Encore Financial Equity For All
Jun 11, 2024
Encore Retain Your Brain
Jun 04, 2024
Financial Equity For All
May 28, 2024
Retain Your Brain
May 14, 2024
Encore Empowering Financial Futures
May 07, 2024
Encore Practical Planning for Aging with Grace
Apr 30, 2024
Empowering Financial Futures
Apr 23, 2024
Practical Planning for Aging with Grace
Apr 16, 2024
Asset Division: Insights for Divorcing Couples
Apr 09, 2024
Charting a Sustainable Future
Apr 02, 2024
Macro Lens on Markets
Mar 19, 2024
Encore Navigating New Education Savings Rules 2024
Mar 12, 2024
Encore Financial Well-being with Dr. Beth Kurland
Mar 05, 2024
Navigating New Education Savings Rules 2024
Feb 27, 2024
A Recession to The Election with Phil Blancato
Feb 20, 2024
Financial Well-being with Dr. Beth Kurland
Feb 13, 2024
Encore Tech & Trends with John Eade
Feb 06, 2024
Encore Protect your Legacy with Harold Bollaci
Jan 30, 2024
Tech & Trends with John Eade
Jan 16, 2024
Protect your Legacy with Harold Bollaci
Jan 02, 2024
Year End Market Update
Dec 26, 2023
A Peek at Dividend Stocks
Dec 05, 2023
Muni Bond Update
Nov 28, 2023
November Market Update
Nov 14, 2023
Demystifying Social Security
Nov 07, 2023
Encore: Disneyland on the Mountain
Oct 31, 2023
From Vision to Venture
Oct 24, 2023
Exploring Today's Job Market
Oct 17, 2023
Navigating Economic Headwinds
Oct 10, 2023
Disneyland on the Mountain
Oct 03, 2023
Infrastructure and Real Estate Investment Update
Sep 26, 2023
A Jolly Outlook with Jake Jolly
Sep 19, 2023
Encore: Next Generation Investing Insights
Sep 12, 2023
Medicare 101 with Keith Chatel
Sep 05, 2023
Next Generation Investing Insights
Aug 29, 2023
Municipal Market Update with Megha Shrimal
Aug 22, 2023
Dana Investments Mid-Year Update
Aug 15, 2023
Embracing Our Awkwardness with Henna Pryor
Aug 08, 2023
Encore: Feeling Bullish or Bearish with John Eade
Aug 01, 2023
Decoding the Fed with Marc Rappaport
Jul 25, 2023
Feeling Bullish or Bearish with John Eade
Jul 18, 2023
July Market Update
Jul 11, 2023
Encore End-of-Quarter Update with Special Guest Co-Host Phil Blancato
Jul 04, 2023
End-of-Quarter Update with Special Guest Co-Host Phil Blancato
Jun 27, 2023
The Parent Trap with Nate Hilger
Jun 06, 2023
Encore Navigating the World of Long-Term Care
May 23, 2023
May Market Update with Michael & Dominick
May 09, 2023
Navigating the World of Long-Term Care
May 02, 2023
Psychology of Brand Love
Apr 25, 2023
The Importance of Life Insurance
Apr 18, 2023
Talking Federal Reserve with Steve Friedman
Mar 28, 2023
Creating Superfans with Brittany Hodak
Mar 21, 2023
The Banking Crisis with Jack Manley from J.P Morgan
Mar 14, 2023
A Conversation with Author, Douglas Bauer
Mar 07, 2023
Simplifying 529 with Kris Adrian from J.P. Morgan
Feb 28, 2023
A View of the Market from J.P. Morgan's David Lebovitz
Feb 21, 2023
Trust and Estate Update with Harold Bollaci
Feb 14, 2023
2023 Outlook with Lauren Goodwin
Feb 07, 2023
Encore Secure act 2.0- how the new retirement rules may affect you
Jan 31, 2023
Secure act 2.0- how the new retirement rules may affect you
Jan 24, 2023
Talking Film with Ty Burr
Jan 17, 2023
Making Sense of a Crazy market with Jon Mackay
Jan 10, 2023
A conversation with Natasha Lance Rogoff
Jan 03, 2023
Encore Review of 2022 & a Peek of 2023
Dec 27, 2022
Encore Review of 2022 & a Peek of 2023
Dec 20, 2022
Review of 2022 & a Peek of 2023
Dec 13, 2022
Encore The Lebenthal Report - November 22nd, 2022
Dec 06, 2022
Encore The Lebenthal Report - November 22nd, 2022
Nov 29, 2022
The Future of the Job Market in 2023
Nov 22, 2022
Encore Discussion with Jake Jolly if this recent rally can last
Nov 15, 2022
Encore Discussion with Jake Jolly if this recent rally can last
Nov 08, 2022
Market Update with Dominick Tavella & Michael Hartzman
Nov 01, 2022
Discussion with Jake Jolly if this recent rally can last
Oct 25, 2022
The Lebenthal Report - October 18th, 2022
Oct 18, 2022
James Geraghty, Author of Inside the Orphan Drug Revolution
Oct 11, 2022
Market Update with Jim Kelleher
Oct 04, 2022
Market Update with Michael Hartzman & Dominick Tavella
Sep 27, 2022
Looking Ahead to The 4th Quarter 2022
Sep 06, 2022
The Lebenthal Report - August 30th, 2022
Aug 30, 2022
Market Update with Dominick Tavella & Michael Hartzman
Aug 23, 2022
The Lebenthal Report - August 16th, 2022
Aug 16, 2022
Encore Continuing the Conversation with Coach Ray Scott
Aug 09, 2022
Market Update with Dominick Tavella & Michael Hartzman
Aug 02, 2022
Continuing the Conversation with Coach Ray Scott
Jul 26, 2022
The Changing Landscaping of IRA Withdrawals
Jul 19, 2022
The Lebenthal Report - July 12th, 2022
Jul 12, 2022
A Conversation with NBA Trailblazer Coach Ray Scott
Jul 05, 2022
Encore A Global Perspective from Schroders
Jun 28, 2022
A Global Perspective from Schroders
Jun 21, 2022
Brief History of Bear Markets
Jun 14, 2022
Market Update with Jake Jolly
Jun 07, 2022
Financial Fraud, Scams & Elder Abuse | The Lebenthal Report
May 24, 2022
Market Update with Michael & Dominick
May 10, 2022
What's Moving Small Caps
May 03, 2022
Potential Bite of State Estate Taxes
Apr 19, 2022
Market Update with Dominick Tavella & Michael Hartzman
Apr 12, 2022
Talking Tech with Jim Kelleher | The Lebenthal Report
Apr 05, 2022
Mortgages 101 with David Lykken | The Lebenthal Report
Mar 29, 2022
Deep Dive into Banks | The Lebenthal Report 55
Mar 22, 2022
Market Perspective with Lauren Goodwin of NY Life
Mar 15, 2022
Market Update with Michael & Dominick
Mar 08, 2022
The Lebenthal Report Tuesday, March 1, 2022
Mar 01, 2022
Practical Perspective to Volatility
Feb 22, 2022
ESG Investing with Laz Tiant
Feb 08, 2022
Michael Hartzman & Dominick Tavella on Asset Allocation
Feb 01, 2022
The Lebenthal Report Tuesday, January 25, 2022
Jan 25, 2022
John Eade on Inflation & Market Volatility
Jan 18, 2022
What is Cryptocurrency?
Jan 11, 2022
A look ahead to 2022
Jan 04, 2022
Encore A Conversation With Inspirational Speaker Dr. Kevin Elko
Dec 28, 2021
A Conversation With Inspirational Speaker Dr. Kevin Elko
Dec 21, 2021
The Lebenthal Report with special guest co-host Philip Blancato
Dec 14, 2021
A Review Of Upcoming Changes In Retirement Planning
Dec 07, 2021
Encore: A Discussion On The Post-Pandemic Economy
Nov 23, 2021
Encore: What is ESG investing?
Nov 16, 2021
What is ESG investing?
Nov 09, 2021
A Discussion On The Post-Pandemic Economy
Nov 02, 2021
Portfolio Management
Oct 26, 2021
Is Stagflation Here?
Oct 19, 2021
Market Volatility: Factors, Opportunities and Risks
Oct 12, 2021
Third Quarter 2021 Market Review
Oct 05, 2021
Municipal Bond Market Under The Microscope
Sep 28, 2021
Current Market Conditions
Sep 21, 2021
Women in Financial Services: Insights from Jaime Desmond
Sep 14, 2021
Planning ahead for social security and seasonal market trends
Aug 31, 2021
Adapting to the current market conditions
Aug 24, 2021
Changes in the workplace and Liz Claman on an illustrious career
Aug 17, 2021
How 529 Plans Work Plus Market Insights
Aug 10, 2021
Long-Term Planning
Jul 27, 2021
Jim Rogers on What is Driving the Market
Jul 20, 2021
Insights on Infrastructure, REITs and ETFs
Jul 13, 2021
Mid-Year Market Review
Jul 06, 2021
Discussions on women in finance and commercial real estate
Jun 29, 2021
Business in a post-pandemic world
Jun 22, 2021
Corporate Governance & Economic Drivers
Jun 15, 2021
Perspective on the Financial Markets and the Economy
Jun 08, 2021
Rebalancing your portfolio: What that means
Jun 01, 2021
Where value is seen now in municipals and using factors to rank
May 25, 2021
Tax law changes explained and value/growth factor analysis
May 18, 2021
Discussion of the global picture and inside ETFs
May 11, 2021
What is driving the markets – the big picture
May 04, 2021
Emerging opportunities and sustainable investing
Apr 27, 2021
Estate Planning and Investing in Dividends
Apr 20, 2021
On the Markets with Professor Jeremy Siegel (Part 2 of 2)
Apr 13, 2021
Subtle Trends in the Market
Apr 06, 2021
A Look at the Real Economy and Small Business Loan Demand
Mar 30, 2021
Deep dive into Fundamentals and Economic Factors
Mar 23, 2021
A Long and Short-Term View of the Economy
Mar 16, 2021
On the Markets with Professor Jeremy Siegel (Part 1 of 2)
Mar 09, 2021
Life and times of legendary investor Jim Rogers
Mar 02, 2021
Market strategies and education
Feb 23, 2021
Global market insights and Almanac discussion
Feb 16, 2021
Deep Dive on Bonds and Managing Portfolio Risk
Feb 09, 2021
Fundamentals Matter
Feb 02, 2021
Investing for income and estate planning to keep it
Jan 26, 2021
Change in America
Jan 19, 2021
A Look Ahead to 2021 | The Lebenthal Report Premier Episode #01
Jan 12, 2021