The Lebenthal Report

Life changes—and your life insurance coverage may need to change with it. In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella revisit their conversation with Thomas McKay, CLU®, ChFC®, Director of Advanced Sales at Crump Life Insurance Services, to explore the importance of reviewing existing life insurance policies and how coverage needs can evolve over time. A policy purchased years—or even decades—ago may have originally been designed to provide income prot

Business and Economic News 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 w

Business and Economic News 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 w

Africa is emerging as an increasingly important part of the global economy. Where are the opportunities—and what should investors understand about the continent’s changing economic landscape? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella revisit their conversation with Witney Schneidman, former Deputy Assistant Secretary of State for African Affairs and author of This Africa Idea: A Memoir of Discovery, Diplomacy and Opportunity. Drawing on more than fiv

ENCORE EPISODE | The Market Beyond Big Tech As the market broadens beyond Big Tech and the Magnificent 7, where could new opportunities be emerging? In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Greg Scozzari, CFA, Senior Vice President, Investment Strategies at BNY, for a wide-ranging discussion on equity markets, artificial intelligence, interest rates and the evolving investment landscape. Greg discusses why broader participation across

Business and Economic News 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 w

Business and Economic News 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 w

Business and Economic News 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 w

Business and Economic News 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 w

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 adoptio

Business and Economic News 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 w

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 semic