Lebenthal helps individuals pursue their financial goals through a disciplined approach to responsible investing, self-described as a simpler approach to managing wealth.

Lebenthal

Lebenthal Financial Services, Inc. | 151 followers on LinkedIn. Full-service independent broker dealer with an emphasis on financial and retirement planning | Lebenthal Financial Services, Inc. is a full-service independent broker dealer with an emphasis on financial and retirement planning

President - Lebenthal Financial Services, Inc.

Michael Hartzman, CFP

Chief Compliance Officer Lebenthal Financial Services, Inc.

Randi Mason

Client Services Liaison

yvette werthner

Investment Advisor Representative at Lebenthal Financial Services, Inc.

Scott Hartzman

Lebenthal Financial Services, Inc.

On this episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman, CFP dive into the unpredictable landscape of the U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes. Listen on VoiceAmerica : https://lnkd.in/emghDErT Listen on Spotify : https://lnkd.in/e7vaCSFD

"A Look Back at 2024" Michael Hartzman, CFP had an article in the October issue of Fire News . You can view the full issue online here: https://lnkd.in/eg-agByH

On the latest episode of The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella welcome back New York Life Global Market Strategist, Michael LoGalbo, CFA , to discuss the potential economic and market implications of the upcoming U.S. election. The team dive into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explore the risks of an election sweep, including fiscal impacts and market reactions. They also emphasize that, despite political shifts, the resilience of the economy and consumer spending remain a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us. Listen on VoiceAmerica : https://lnkd.in/eMGdV9ZP Listen on Spotify : https://lnkd.in/erg9wYsA

On the latest episode of The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella welcome Resa E Lewiss MD and Adaira Landry, MD MEd to discuss their book, "MicroSkills: Small Actions, Big Impact". Together they dive into how their book relates to wealth and financial planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in personal and professional growth. Don’t miss this insightful episode packed with valuable takeaways on finance, productivity, and personal development! Listen on VoiceAmerica : https://lnkd.in/exj8S4kS Listen on Spotify : https://lnkd.in/eWHSe8qJ

This week on the Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella welcome molecular biologist, biochemist, and author Tim Harris . Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve interest rate cut, and AI’s impact on drug development. Key topics include COVID vaccines, CRISPR technology, and the parallels between biotech’s early days and today’s AI landscape. For more insights into the exciting world of biotech, be sure to grab a copy of Tim Harris' book "In Pursuit of Unicorns", which comes out tomorrow, September 17th! Listen on VoiceAmerica : https://lnkd.in/eM4q5Byq Listen on Spotify : https://lnkd.in/eEgJbYNY

This week on The Lebenthal Report, Michael Hartzman, CFP and Dominick Tavella welcome back William Lieberman , Founder and Managing Partner of The CEO's Right Hand , a firm specializing in providing top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today’s economy. William highlights how fractional executives offer cost-effective, experienced leadership, especially valuable for small businesses. They also explore private equity's role in enhancing company performance and the challenges entrepreneurs face in the post-pandemic landscape. Don’t miss this insightful conversation on entrepreneurship, business exits, and the importance of strategic guidance. Listen on VoiceAmerica : https://lnkd.in/ggpi6zHh Listen on Spotify : https://lnkd.in/gkZGwP94

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

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Company Name	Lebenthal
Symbol
MSH ID	COM:LEBENTHAL
Market	PRIVATE
Sector	Financial Services & Finance
Industry	Investment Management
Country	US
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Website	lebenthal.com
LinkedIn	lebenthal-financial-services
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